Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2013-06-10 |
| CA | RA | APPROVED | 2011-01-03 |
Branch Locations
10675 Scripps Poway Pkwy, San Diego, CA 92131 • United States
9996 Scripps Ranch Blvd, San Diego, CA 92131 • United States
4655 Executive Dr Ste 1000 [Sc-Rbo], San Diego, CA 92121 • United States
6961 El Camino Real, Carlsbad, CA 92009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Diego | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 11/2016 | Present |
RENTAL PROPERTY; INVESTMENT RELATED; SAN DIEGO,CA; 100% OWNERSHIP; START DATE 12/20/2020; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-24 |
Reach out to this advisor