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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2024-05-28 |
Branch Locations
1320 Main St Ste 600, Columbia, SC 29201 • United States
320 Broad St 4Th Fl [Rbo], Charleston, SC 29401 • United States
4380 Highway 17 Bypass, Murrells Inlet, SC 29576 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Myrtle Beach | SC | 07/2018 | 05/2024 |
| Monster Reservations Group | Myrtle Beach | SC | 02/2015 | 07/2018 |
| Bank Of America, N.A. | Myrtle Beach | SC | 08/2018 | 05/2024 |
| Wells Fargo Clearing Services, Llc | Charleston | SC | 05/2024 | Present |
POWER OF ATTORNEY FOR FATHER, INV RELATED, HUMMELSTOWN, PA, START: 1/1/2040, 0 HOURS A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-31 |
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