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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-18 |
Branch Locations
23525 Westheimer Pkwy, Katy, TX 77494 • United States
1000 Louisiana St 7Th Fl [Tn/Td-Rbo], Houston, TX 77002 • United States
1000 Eldridge Rd, Sugar Land, TX 77478 • United States
2494 Highway 6 S, Houston, TX 77077 • United States
6445 Fm 1463 Ste 100, Katy, TX 77979 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Houston | Houston | TX | 07/2015 | 02/2017 |
| Wells Fargo | Houston | TX | 04/2017 | 09/2017 |
| Value Bank | Richmond | TX | 09/2017 | 04/2018 |
| Builders Auction Company | Houston | TX | 03/2013 | 04/2019 |
| Bbva | Sugar Land | TX | 05/2018 | 11/2020 |
| Jpmorgan Chase Bank N.A. | Sugarland | TX | 08/2019 | 01/2020 |
| Unemployed | Austin | TX | 11/2020 | 05/2021 |
| Edward Jones | St Louis | MO | 06/2021 | 08/2021 |
| Wells Fargo Clearing Services, Llc | Houston | TX | 10/2021 | Present |
IBOUNCEPR LLC, NOT INV RELATED, KATY, TX, 33% OWNERSHIP, START 5/1/2021, 3 HOURS PER MONTH, ZERO HOURS PER MONTH, PARTY RENTALS. STAGHORN COFFEE CO ; NOT INV RELATED;FULSHEAR ,TX; COFFEE SHOP;50% OWNERSHIP; START DATE: 06/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-09 |
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