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Anthony Robert Davila

Wells Fargo Clearing Services, LLC

Oakdale, CA

Fresno, CA

CRD 8025871

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Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-04
  • CA RA
    APPROVED
    Since 2025-12-04

Branch Locations

105 W F St, Oakdale, CA 95361 • United States

6781 N Palm Ave Ste 201 [Nt/Nv-Rbo], Fresno, CA 93704 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Lcc Modesto CA 04/2025 11/2025
Unemployed Ceres CA 10/2024 04/2025
Bankerslife And Causalty Company Modesto CA 01/2024 10/2024
Unemployed Ceres CA 07/2023 01/2024
Mountain Mikes Llc Ceres CA 01/2020 07/2023
Mcdonalds Corporation Modesto CA 12/2018 10/2019
Northern Refridgerated Transportation, Inc. Turlock CA 05/2018 09/2018
Student Turlock CA 08/2014 05/2018
Full Time Student Turlock CA 10/2019 01/2020
Full Time Student Turlock CA 09/2018 12/2018
Wells Fargo Clearing Services, Llc Oakdale CA 11/2025 Present
Wells Fargo Bank, Na Oakdale CA 11/2025 Present
  • 04/2025 → 11/2025
    Lpl Financial Lcc
    Modesto, CA
  • 10/2024 → 04/2025
    Unemployed
    Ceres, CA
  • 01/2024 → 10/2024
    Bankerslife And Causalty Company
    Modesto, CA
  • 07/2023 → 01/2024
    Unemployed
    Ceres, CA
  • 01/2020 → 07/2023
    Mountain Mikes Llc
    Ceres, CA
  • 12/2018 → 10/2019
    Mcdonalds Corporation
    Modesto, CA
  • 05/2018 → 09/2018
    Northern Refridgerated Transportation, Inc.
    Turlock, CA
  • 08/2014 → 05/2018
    Student
    Turlock, CA
  • 10/2019 → 01/2020
    Full Time Student
    Turlock, CA
  • 09/2018 → 12/2018
    Full Time Student
    Turlock, CA
  • 11/2025 → Present
    Oakdale, CA
  • 11/2025 → Present
    Wells Fargo Bank, Na
    Oakdale, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-08
  • S66 Uniform Combined State Law Examination
    2024-07-08

View on SEC IAPD

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