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Svetlana Sergeevna Champlin

Wells Fargo Clearing Services, LLC

Birmingham, AL

Huntsville, AL

CRD 8195302

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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
TX RA APPROVED_RES 2026-08-20
AL RA APPROVED 2026-02-27
  • TX RA
    APPROVED_RES
    Since 2026-08-20
  • AL RA
    APPROVED
    Since 2026-02-27

Branch Locations

2801 Highway 280 S Ste 400 [A1-Rbo], Birmingham, AL 35223 • United States

2754 Carl T Jones Dr, Huntsville, AL 35802 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Bank, Na Madison AL 12/2023 Present
Wells Fargo Clearing Services, Llc Madison AL 11/2025 Present
The Brick Deli Decatur AL 01/2023 11/2023
Unemployed Decatur AL 10/2022 12/2022
Fit And Fast Meals Llc Huntsville AL 11/2017 09/2022
Eddie's Old Town Social Decatur AL 01/2017 11/2017
Vittone's Decatur AL 01/2015 12/2016
  • 12/2023 → Present
    Wells Fargo Bank, Na
    Madison, AL
  • 11/2025 → Present
    Madison, AL
  • 01/2023 → 11/2023
    The Brick Deli
    Decatur, AL
  • 10/2022 → 12/2022
    Unemployed
    Decatur, AL
  • 11/2017 → 09/2022
    Fit And Fast Meals Llc
    Huntsville, AL
  • 01/2017 → 11/2017
    Eddie's Old Town Social
    Decatur, AL
  • 01/2015 → 12/2016
    Vittone's
    Decatur, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-26
S63 Uniform Securities Agent State Law Examination 2026-02-03
  • S65 Uniform Investment Adviser Law Examination
    2026-02-26
  • S63 Uniform Securities Agent State Law Examination
    2026-02-03
Other Names
  • Svetlana Sergeevna Bratash
  • Svetlana Sergeevna Beltsova
  • Svetlana Champlin

View on SEC IAPD

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