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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2020-05-15 |
| TX | RA | APPROVED_RES | 2020-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Pittsburg | PA | 07/2007 | 05/2020 |
| Wells Fargo Clearing Services, Llc | Canonsburg | PA | 05/2020 | Present |
MINOR GROUP, LLC; INV RELATED;CANONSBURG,PA; EMPLOYMENT WITH FEE-ONLY RIA; SENIOR REGISTERED CLIENT ASSOCIATE; START DATE: 7/31/2026; 10 HRS PER MONTH; 10 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-16 |
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