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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-02 |
| PA | RA | APPROVED | 2026-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Canonsburg | PA | 03/2026 | Present |
| Commonwealth Of Pennsylvania | Pittsburgh | PA | 01/2018 | 03/2026 |
| Mb2K Development, Inc | Jefferson Hills | PA | 11/2012 | Present |
| All Pittsburgh Real Estate | Pittsburgh | PA | 10/2012 | 04/2024 |
| Jeffrey Costa Select Realty | Elizabeth | PA | 04/2024 | 03/2026 |
| United States Marine Corps Reserve | Brookpark | OH | 11/2012 | Present |
MB2K Development, Inc. This business is NOT investment related. 6 Clairton Blvd, Pittsburgh PA 15236. I am the President. I started with this organization in October 2012. I devote ~ 4 hours per month to this business. I devote no time to this business during securities trading hours. This company owns less than ten residential lots for sale in Jefferson Hills, PA. They are marketed for sale through a real estate brokerage, and all the development work is complete. My duties are to approve of sales agreements and sign sales paperwork. This is a family business and because the development is complete there is very little to do for the business other than to get the remaining lots sold. MINOR GROUP; INV RELATED;CANONSBURG,PA; LLC; CLIENT ASSOCIATE; START DATE: 08/03/2026; 10 HRS PER MONTH; 10 HRS DURING TRADING; I am a commissioned officer in the USMC reserves. This business is NOT investment related. I am currently doing a distance education program through the Army War College in Carlisle, PA and my assigned unit is 3d Bn 25th Marine Regiment at 5572 Smith Rd Brookpark, OH 44142. I started my relationship with the USMC reserves in 11/2012. I devote ~ 20 hours per month to my Marine Corps reserve duties outside of securities trading hours, except when I am on orders for drill or other duties. I am a member in Inglefield Land Co, LLC. This business is NOT investment related. Business address is 6 Clairton Blvd, Pittsburgh PA 15236. I am a 33% owner in the LLC. It is an LLC that owned residential lots for sale in Pleasant Hills, PA. All lots have been sold, and we are just waiting on some administrative items to be complete to close the LLC. I spend one hour per month or less in this business as my brother is the managing member. I have no duties remaining with this LLC and spend no time during trading hours related to it. NOTE - I did not disclose this in employment history as I never took a salary from the LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-29 |
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