Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2026-01-26 |
| TX | RA | APPROVED | 2026-01-23 |
Branch Locations
818 Us Highway A1A N Stes 200 & 206, Ponte Vedra Beach, FL 32082 • 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 | 06/2020 | 05/2022 |
| Coastal Wealth, A Massmutual Firm | Jacksonville | FL | 11/2019 | 04/2020 |
| Camarda Wealth Advisory Group | Fleming Island | FL | 03/2019 | 10/2019 |
| Lyft | Jacksonville | FL | 07/2018 | 06/2019 |
| University Of North Florida | Jacksonville | FL | 01/2018 | 05/2020 |
| Amazon | Jacksonville | FL | 09/2017 | 10/2017 |
| Starlight Valet And Parking Services | Jacksonville | FL | 07/2017 | 12/2017 |
| Saint Leo University | Saint Leo | FL | 08/2015 | 12/2017 |
| United States Navy | Washington | DC | 06/2013 | 06/2017 |
| Bank Of America, N.A. | Jacksonville | FL | 03/2022 | 05/2022 |
| Td Bank N.A. | Jacksonville | FL | 05/2022 | 11/2022 |
| Td Private Client Wealth Llc | Jacksonville | FL | 05/2022 | 11/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 11/2022 | 01/2026 |
| Bank Of America, N.A. | Jacksonville | FL | 01/2023 | 01/2026 |
| Wells Fargo Clearing Services, Llc | Ponte Vedra Beach | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-01 |
Reach out to this advisor