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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2023-01-05 |
Branch Locations
1753 Pinnacle Dr 3Rd Fl [V6-Rbo], Mclean, VA 22102 • United States
110 Rivendell Ct, Winchester, VA 22603 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 04/2015 | 07/2020 |
| Truist Investment Services, Inc. | Winchester | VA | 03/2022 | 11/2022 |
| Truist Advisory Services, Inc | Winchester | VA | 03/2022 | 11/2022 |
| Bath And Body Works | Winchester | VA | 11/2021 | 03/2022 |
| Torrid | Winchester | VA | 01/2022 | 03/2022 |
| Unemployed | Winchester | VA | 07/2020 | 11/2021 |
| Wells Fargo Clearing Services, Llc | Winchester | VA | 12/2022 | Present |
| Wells Fargo Bank, Na | Winchester | VA | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-17 |
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