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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-04 |
| CA | RA | APPROVED | 2026-01-08 |
Branch Locations
555 California St 24Th Fl, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 09/2025 | Present |
| Extended Travel | Denver | CO | 07/2025 | 08/2025 |
| Innovest Portfolio Solutions | Denver | CO | 07/2023 | 06/2025 |
| Full-Time Education | Santa Clara | CA | 08/2019 | 06/2023 |
| Full-Time Education | Aurora | CO | 08/2015 | 07/2019 |
| Augustine Institutite | Greenwood Village | CO | 06/2021 | 09/2021 |
| Jimmy John's Sandwiches | Denver | CO | 07/2020 | 09/2020 |
| Innovest Portfolio Solutions | Denver | CO | 06/2022 | 09/2022 |
| Augustine Institute | Greenwood Village | CA | 09/2021 | 06/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-07 |
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