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Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2025-12-15
  • NV RA
    APPROVED
    Since 2025-12-15

Branch Locations

8474 Rozita Lee Ave Ste 400 [Sd-Rbo], Las Vegas, NV 89113 • United States

9410 W Lake Mead Blvd, Las Vegas, NV 89134 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 08/2025 11/2025
Edward Jones Sun City NV 03/2024 08/2025
Renu Inc Carrollton TX 08/2022 12/2023
Edward Jones Colleyville TX 06/2019 08/2022
Opes One Advisors Carrollton TX 09/2017 06/2019
Lifetime Fitness Flower Mound TX 05/2014 10/2017
Student Memphis TN 08/2013 05/2017
Anthropologie Southlake TX 03/2021 06/2025
Wells Fargo Clearing Services, Llc Las Vegas NV 12/2025 Present
Wells Fargo Bank, Na Las Vegas NV 12/2025 Present
  • 08/2025 → 11/2025
    St Louis, MO
  • 03/2024 → 08/2025
    Sun City, NV
  • 08/2022 → 12/2023
    Renu Inc
    Carrollton, TX
  • 06/2019 → 08/2022
    Colleyville, TX
  • 09/2017 → 06/2019
    Opes One Advisors
    Carrollton, TX
  • 05/2014 → 10/2017
    Lifetime Fitness
    Flower Mound, TX
  • 08/2013 → 05/2017
    Student
    Memphis, TN
  • 03/2021 → 06/2025
    Anthropologie
    Southlake, TX
  • 12/2025 → Present
    Las Vegas, NV
  • 12/2025 → Present
    Wells Fargo Bank, Na
    Las Vegas, NV
Previous Registrations
  • 2025-10-02 → 2025-12-02
    Las Vegas, NV
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-30
  • S66 Uniform Combined State Law Examination
    2025-09-30
Other Names
  • Madison Luckett
  • Madison Elise Luckett

View on SEC IAPD

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