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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 |
|---|---|---|---|
| MT | RA | APPROVED | 2025-07-29 |
| FL | RA | APPROVED | 2023-11-28 |
Branch Locations
19950 W Country Club Dr 9Th Fl, Aventura, FL 33180 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Plantation | FL | 05/2011 | 11/2023 |
| Wells Fargo Clearing Services, Llc | Coral Springs | FL | 11/2023 | Present |
RENTAL PROPERTY; INV RELATED; BONNEY LAKE, WA; 100% OWNERSHIP; START DATE 10/18/2022; 5 HOURS PER MONTH; 0 DURING TRADING; OWNER, COLLECT RENT AND PAY EXPENSES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-30 |
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