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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2025-02-28 |
| MN | RA | APPROVED | 2024-06-21 |
| MI | RA | APPROVED | 2011-06-22 |
Branch Locations
255 E Brown St Ste 400, Birmingham, MI 48009 • United States
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Birmingham | MI | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Birmingham | MI | 11/2016 | Present |
POWER OF ATTORNEY FOR SON, INV RELATED, BIRMINGHAM, MI, START: 10/03/2023, 0 HOURS A MONTH, 0 HOURS DURING TRADING. | ROOM RENTAL; INVESTMENT RELATED; ROCHESTER HILLS, MI; 100% OWNER; 03/01/2025; 1 HOUR PER MONTH; NO HOURS DURING TRADING HOURS; ROOM RENTAL| REPRESENTATIVE PAYEE FOR SON; NO INV RELATED; ROCHESTER HILLS, MI; REPRESENTATIVE PAYEE; START DATE 01/15/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-01 |
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