Andrew Russell Kevlahan

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

Authority	Category	Status	Date
FL	RA	APPROVED	2023-11-09
NC	RA	APPROVED	2022-12-02
TX	RA	APPROVED_RES	2017-08-16
NJ	RA	APPROVED	2003-10-31

FL RA
APPROVED

Since 2023-11-09
NC RA
APPROVED

Since 2022-12-02
TX RA
APPROVED_RES

Since 2017-08-16
NJ RA
APPROVED

Since 2003-10-31

Branch Locations

Oak Ridge, NJ • United States

Oriental, NC • United States

461 From Road Suite 101, Paramus, NJ 07652 • United States

North Palm Beach, FL • 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 No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Advisors Llc	Paramus	NJ	05/2009	11/2016
Wells Fargo Clearing Services, Llc	Paramus	NJ	11/2016	Present

05/2009 → 11/2016

Wells Fargo Advisors Llc

Paramus, NJ
11/2016 → Present

Wells Fargo Clearing Services, Llc

Paramus, NJ

Other Businesses

DOROTHY MARIE CHARTERS LLC, INV RELATED, ORIENTAL, NC, 100% OWNERSHIP, START 10/22/2018, ZERO HOURS PER MONTH, ZERO DURING TRADING, PERSONAL USE FISHING YACHT WITH POSSIBLE FUTURE CHARTERS. WEST END SEAFOOD LLC, NOT INV RELATED, LONG BRANCH, NJ, 25% OWNERSHIP, START 1/31/2021, 10 HOURS PER MONTH, ZERO DURING TRADING, RETAIL FISH MARKET AND CAFE. 2NA TANGO, LLC, NOT INVT RELATED, OAK RIDGE, NJ, 50% OWNERSHIP, START DATE 9/12/2024, 2 HRS PER MONTH, 0 HRS DURING TRADING, WHOLESALE FISH SALES. | RENTAL PROPERTY; INVESTMENT RELATED; PALM BEACH GARDENS, FL; 100% OWNER; 03/01/2025; 1 HOUR PER MONTH; NO HOURS DURING TRADING HOURS; NO DUTIES

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2000-10-04
S63	Uniform Securities Agent State Law Examination	1990-02-09

S65 Uniform Investment Adviser Law Examination

2000-10-04
S63 Uniform Securities Agent State Law Examination

1990-02-09

Other Names

Andrew Russell Kevlahan

View on SEC IAPD