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Wells Fargo Clearing Services, LLC CRD 19616
$671B regulatory AUM 5,302 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-03-09 |
| TX | RA | APPROVED_RES | 2016-02-16 |
Branch Locations
4655 Executive Dr Ste 1000 [Sc-Rbo], San Diego, CA 92121 • United States
9360 Clairemont Mesa Rd, San Diego, CA 92123 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | San Diego | CA | 07/2005 | Present |
| Wells Fargo Advisors, Llc | San Diego | CA | 04/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 11/2016 | Present |
RENTAL PROPERTY; INV RELATED; HEMET, CA; 25% OWNERSHIP; START DATE 12/1/2023; 2 HOURS PER MONTH; 0 DURING TRADING; OWNER. | RENTAL PROPERTY; INV RELATED; CLEVELAND, OH; 100% OWNERSHIP WITH SPOUSE; 06/2025; 4 HOURS PER MONTH; 0 DURING TRADING; RENTAL PROPERTY
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-08-14 |
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