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CRD 7138891
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 | 2024-06-03 |
Branch Locations
18126 Preston Rd, Dallas, TX 75252 • United States
201 Main St 4Th Fl [Te-Rbo], Fort Worth, TX 76102 • United States
3432 W Buckingham Rd, Garland, TX 75042 • United States
3535 Forest Ln, Dallas, TX 75234 • United States
3411 Inwood Rd, Dallas, TX 75235 • United States
11730 Preston Rd, Dallas, TX 75230 • United States
10600 Forest Ln, Dallas, TX 75243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plano | TX | 11/2017 | 10/2021 |
| Bank Of America, N.A. | Plano | TX | 11/2017 | 10/2021 |
| Coach, Inc | Grapevine | TX | 09/2012 | 11/2017 |
| J.P. Morgan Securities Llc | Mckinney | TX | 10/2021 | 05/2024 |
| Wells Fargo Clearing Services, Llc | Dallas | TX | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-23 |
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