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CRD 6674730
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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-27 |
| TX | RA | APPROVED | 2024-02-26 |
Branch Locations
222 Palm Coast Pkwy Ne, Palm Coast, FL 32137 • United States
400 Blanding Blvd, Orange Park, FL 32073 • United States
2465 Blanding Blvd, Middleburg, FL 32068 • United States
1050 Palm Coast Pkwy Sw, Palm Coast, FL 32137 • United States
1 Independent Drive 24Th Fl [F4-Rbo], Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 07/2017 | 12/2017 |
| Bank Of America, N.A. | Jacksonville | FL | 07/2017 | 12/2017 |
| Wells Fargo Advisors | Charleston | SC | 05/2016 | 11/2016 |
| Unemployed | Statesboro | GA | 08/2016 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 04/2018 | 01/2019 |
| Mayo Clinic Valet | Jacksonville | FL | 03/2018 | 04/2018 |
| Morgan Stanley | Charleston | SC | 01/2019 | 08/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 08/2020 | 02/2024 |
| Bank Of America, N.A. | Jacksonville | FL | 11/2020 | 02/2024 |
| Wells Fargo Clearing Services, Llc. | Jacksonville | FL | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-16 |
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