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Dylan Kincaid Strickland

Wells Fargo Clearing Services, LLC

Atlanta, GA

Duluth, GA

CRD 8028311

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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
GA RA APPROVED 2025-12-04
  • GA RA
    APPROVED
    Since 2025-12-04

Branch Locations

2725 Clairmont Rd Ne, Atlanta, GA 30329 • United States

2055 Sugarloaf Circle [G8-Rbo], Duluth, GA 30097 • 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
Florida Financial Advisors Dba Georgia Financial Advisors Atlanta GA 01/2025 09/2025
Georgia State University Atlanta GA 08/2021 07/2024
Georgia Institute Of Technology Atlanta GA 08/2020 07/2021
Loganville High School Loganville GA 08/2016 07/2020
Unemployed Loganville GA 07/2024 01/2025
Wells Fargo Bank, Na Atlanta GA 11/2025 Present
Wells Fargo Clearing Services, Llc Atlanta GA 11/2025 Present
  • 01/2025 → 09/2025
    Florida Financial Advisors Dba Georgia Financial Advisors
    Atlanta, GA
  • 08/2021 → 07/2024
    Georgia State University
    Atlanta, GA
  • 08/2020 → 07/2021
    Georgia Institute Of Technology
    Atlanta, GA
  • 08/2016 → 07/2020
    Loganville High School
    Loganville, GA
  • 07/2024 → 01/2025
    Unemployed
    Loganville, GA
  • 11/2025 → Present
    Wells Fargo Bank, Na
    Atlanta, GA
  • 11/2025 → Present
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-12-20
S65 Uniform Investment Adviser Law Examination 2024-12-20
  • S63 Uniform Securities Agent State Law Examination
    2025-12-20
  • S65 Uniform Investment Adviser Law Examination
    2024-12-20
Other Names
  • Dylan Strickland

View on SEC IAPD

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