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Benson Malone Abercrombie

Wells Fargo Clearing Services, LLC

Birmingham, AL

Hoover, AL

CRD 8215658

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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 2026-08-11
AL RA APPROVED 2026-03-25
  • TX RA
    APPROVED
    Since 2026-08-11
  • AL RA
    APPROVED
    Since 2026-03-25

Branch Locations

2801 Hwy 280 S Ste 1-400, Birmingham, AL 35223 • United States

Hoover, AL • 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
Harvard University Cambridge MA 09/2017 05/2025
Hoover High School Hoover AL 08/2014 09/2017
Unemployed Hoover AL 05/2025 01/2026
Wells Fargo Birmingham AL 01/2026 Present
  • 09/2017 → 05/2025
    Harvard University
    Cambridge, MA
  • 08/2014 → 09/2017
    Hoover High School
    Hoover, AL
  • 05/2025 → 01/2026
    Unemployed
    Hoover, AL
  • 01/2026 → Present
    Wells Fargo
    Birmingham, AL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-25
  • S66 Uniform Combined State Law Examination
    2026-03-25
Other Names
  • Benson Abercrombie

View on SEC IAPD

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THRIVENT INVESTMENT MANAGEMENT INC. · BIRMINGHAM, AL
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PMD ADVISORY · HOOVER, AL

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