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 |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-01 |
Branch Locations
10050 Green Level Church Rd, Cary, NC 27519 • United States
3105 Glenwood Ave Stes 201 & 302, Raleigh, NC 27612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Cary | NC | 10/2025 | Present |
| Wells Fargo Bank, Na | Cary | NC | 07/2023 | Present |
| Whole Foods Market | Raleigh | NC | 07/2022 | Present |
| Walmart | Naples | FL | 11/2021 | 07/2022 |
| Amazon | Naples | FL | 08/2020 | 11/2021 |
| Whole Foods Market | Naples | FL | 12/2019 | 08/2020 |
| Lucky's Market | Naples | FL | 03/2019 | 12/2019 |
| Inversiones Purosi, C.A. | Caracas | 09/2005 | 03/2019 |
- Whole Foods Market. - It's not investment-related business. - Address is 3540 Wade Ave, Raleigh, NC 27607 - The nature of the business is an Organic Grocery Store. - My role is Grocery Team Member. - My start date was 07/2022 and I work as a Part-time employee with 28 hours/month. - I don't devote any hours during securities trading hours. - My duties are: stocking, preparing, and maintaining the grocery floor, while also providing excellent customer service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-26 |
| S63 | Uniform Securities Agent State Law Examination | 2025-12-03 |
Reach out to this advisor