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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
VA RA APPROVED 2026-06-24
  • VA RA
    APPROVED
    Since 2026-06-24

Branch Locations

10 S Jefferson St Ste 2100 [V3/V8-Rbo], Roanoke, VA 24011 • United States

1795 S Main St, Harrisonburg, VA 22801 • 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 Harrisonburg VA 03/2026 Present
Wells Fargo Bank, Na Harrisonburg VA 03/2026 Present
Rebelstork Lebanon TN 09/2023 04/2025
Optoro, Inc Lebanon TN 11/2014 09/2023
Unemployed Crimora VA 04/2025 03/2026
  • 03/2026 → Present
    Harrisonburg, VA
  • 03/2026 → Present
    Wells Fargo Bank, Na
    Harrisonburg, VA
  • 09/2023 → 04/2025
    Rebelstork
    Lebanon, TN
  • 11/2014 → 09/2023
    Optoro, Inc
    Lebanon, TN
  • 04/2025 → 03/2026
    Unemployed
    Crimora, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-24
S63 Uniform Securities Agent State Law Examination 2026-06-01
  • S65 Uniform Investment Adviser Law Examination
    2026-06-24
  • S63 Uniform Securities Agent State Law Examination
    2026-06-01
Other Names
  • Greg John Cull
  • Gregory Cull

View on SEC IAPD

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