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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_RES | 2026-06-09 |
| FL | RA | APPROVED | 2021-08-27 |
Branch Locations
4200 Alafaya Trail, Oviedo, FL 32765 • United States
480 N Orlando Ave Ste C220 [F2-Rbo], Winter Park, FL 32789 • United States
2434 E Colonial Dr, Orlando, FL 32803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Oviedo | FL | 08/2019 | 09/2020 |
| Stetson University | Deland | FL | 08/2015 | 05/2019 |
| Wells Fargo Clearing Services, Llc | Oviedo | FL | 07/2021 | Present |
| Unemployed | Oviedo | FL | 09/2020 | 07/2021 |
PERSONAL TRAINER; NOT INV. RELATED; OVIEDO, FL; INDEPENDENT CONTRACTOR; START DATE 9/1/2017; 2 HRS PER MONTH. WAG, NOT INVT RELATED, OVIEDO, FL, DOG WALKER, START DATE 6/17/2020, 3 HRS PER MONTH, 0 HRS DURING TRADING, WALK DOGS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-02-01 |
| S65 | Uniform Investment Adviser Law Examination | 2020-10-19 |
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