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Princess Marie Taylor

Wells Fargo Clearing Services, LLC

Waldorf, MD

Columbia, MD

CRD 8195287

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Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-03-23
  • MD RA
    APPROVED
    Since 2026-03-23

Branch Locations

3050 Waldorf Market Place, Waldorf, MD 20603 • United States

8830 Stanford Blvd 3Rd Fl [M2-Rbo], Columbia, MD 21045 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Waldorf MD 11/2025 Present
Wells Fargo Bank, Na Waldorf MD 11/2025 Present
Navy Federal Credit Union Brandywine MD 11/2023 11/2025
Matheson Brandywine MD 07/2022 11/2023
Roy Rogers Waldorf MD 05/2022 07/2022
Albertsons Waldorf MD 05/2021 05/2022
Thomas Stone High School Waldorf MD 09/2018 05/2022
Mattawoman Middle School Waldorf MD 09/2016 09/2018
Kelly Miller Middle School Washington, D.C. DC 08/2015 09/2016
  • 11/2025 → Present
    Wells Fargo Clearing Services, Llc
    Waldorf, MD
  • 11/2025 → Present
    Wells Fargo Bank, Na
    Waldorf, MD
  • 11/2023 → 11/2025
    Navy Federal Credit Union
    Brandywine, MD
  • 07/2022 → 11/2023
    Matheson
    Brandywine, MD
  • 05/2022 → 07/2022
    Roy Rogers
    Waldorf, MD
  • 05/2021 → 05/2022
    Albertsons
    Waldorf, MD
  • 09/2018 → 05/2022
    Thomas Stone High School
    Waldorf, MD
  • 09/2016 → 09/2018
    Mattawoman Middle School
    Waldorf, MD
  • 08/2015 → 09/2016
    Kelly Miller Middle School
    Washington, D.C., DC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-23
S63 Uniform Securities Agent State Law Examination 2026-01-28
  • S65 Uniform Investment Adviser Law Examination
    2026-03-23
  • S63 Uniform Securities Agent State Law Examination
    2026-01-28
Other Names
  • Princess Taylor

View on SEC IAPD

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