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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 |
|---|---|---|---|
| ID | RA | APPROVED | 2025-07-07 |
Branch Locations
868 Main St, Lewiston, ID 83501 • United States
101 S Capitol Blvd Ste 1210 [Wj/Wb/Wl/Ws-Rbo], Boise, ID 83702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Lewiston | ID | 02/2024 | Present |
| Wells Fargo Bank, Na | Lewiston | ID | 02/2020 | Present |
| Lewiston Clark State College | Lewiston | ID | 03/2020 | 10/2021 |
| Paramount Pest Control | Lewiston | ID | 08/2018 | 12/2019 |
| Twin City Electricians | Clarkston | WA | 03/2018 | 05/2018 |
| Anodizers Inc | Bosie | ID | 02/2016 | 03/2018 |
| Unemployeed | Lewiston | ID | 05/2018 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-30 |
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