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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 2026-02-26
  • TX RA
    APPROVED
    Since 2026-02-26

Branch Locations

201 Main St 4Th Fl [Tg-Rbo], Fort Worth, TX 76102 • United States

411 E Fm 1187, Crowley, TX 76036 • 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 Crowley TX 12/2025 Present
Wells Fargo Bank, Na Crowley TX 08/2024 Present
Pinnacle Bank Cleburne TX 07/2024 08/2024
Classic Chevrolet Gmc Buick Car Dealership Cleburne TX 06/2024 07/2024
First Financial Bank Cleburne TX 01/2023 05/2024
James Hardie Building Products Cleburne TX 07/2022 01/2023
Target Burleson TX 07/2020 06/2022
Walmart Cleburne TX 03/2020 06/2020
T-Mobile Cleburne TX 08/2019 02/2020
Unemployed Cleburne TX 05/2019 07/2019
H-E-B Cleburne TX 01/2018 04/2019
Taco Bell Cleburne TX 10/2016 09/2017
Cleburne High School Cleburne TX 08/2014 05/2018
Hillsboro Community College Cleburne TX 08/2020 05/2024
  • 12/2025 → Present
    Crowley, TX
  • 08/2024 → Present
    Wells Fargo Bank, Na
    Crowley, TX
  • 07/2024 → 08/2024
    Pinnacle Bank
    Cleburne, TX
  • 06/2024 → 07/2024
    Classic Chevrolet Gmc Buick Car Dealership
    Cleburne, TX
  • 01/2023 → 05/2024
    First Financial Bank
    Cleburne, TX
  • 07/2022 → 01/2023
    James Hardie Building Products
    Cleburne, TX
  • 07/2020 → 06/2022
    Target
    Burleson, TX
  • 03/2020 → 06/2020
    Walmart
    Cleburne, TX
  • 08/2019 → 02/2020
    T-Mobile
    Cleburne, TX
  • 05/2019 → 07/2019
    Unemployed
    Cleburne, TX
  • 01/2018 → 04/2019
    H-E-B
    Cleburne, TX
  • 10/2016 → 09/2017
    Taco Bell
    Cleburne, TX
  • 08/2014 → 05/2018
    Cleburne High School
    Cleburne, TX
  • 08/2020 → 05/2024
    Hillsboro Community College
    Cleburne, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-25
S63 Uniform Securities Agent State Law Examination 2026-02-02
  • S65 Uniform Investment Adviser Law Examination
    2026-02-25
  • S63 Uniform Securities Agent State Law Examination
    2026-02-02
Other Names
  • Marc Vasquez

View on SEC IAPD

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