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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 | 2025-01-17 |
Branch Locations
1001 University Dr, Frisco, TX 75033 • United States
12066 Fm 423, Frisco, TX 75034 • United States
201 Main St 4Th Fl [Te-Rbo], Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Inc | Dallas | TX | 02/2007 | 11/2016 |
| J.P. Morgan Chase Bank, Na | Dallas | TX | 11/2016 | 01/2025 |
| Wells Fargo Clearing Services, Llc | Fort Worth | TX | 01/2025 | Present |
POWER OF ATTORNEY FOR MOTHER; INV RELATED; SANGER, TX; POA; GUARDIAN/CO-GUARDIAN; START DATE: 09/09/2025; 5 HRS PER MONTH; 5 HRS DURING TRADING; | RENTAL PROPERTY - RICKETTS; INV RELATED; SHERMAN, TX; RENTAL;50% OWNERSHIP; -; START DATE: 11/30/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-22 |
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