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CRD 7149341
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_RES | 2025-11-17 |
| VA | RA | APPROVED | 2022-09-23 |
| NC | RA | APPROVED | 2020-09-01 |
Branch Locations
104 Marketplace Dr, Hampton, VA 23666 • United States
101 Amory Ln, Yorktown, VA 23692 • United States
600 Thimble Shoals Blvd Ste 100, Newport News, VA 23606 • United States
2000 Colonial Ave, Norfolk, VA 23517 • United States
905 Kempsville Rd, Virginia Beach, VA 23464 • United States
999 Waterside Dr Ste 1800, Dominion Tower [V4-Rbo], Norfolk, VA 23510 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Raleigh | NC | 08/2014 | Present |
| Wells Fargo Clearing Services, Llc | Raleigh | NC | 07/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-13 |
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