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CRD 2588792
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 | 2021-06-04 |
Branch Locations
201 Main St 4Th Fl [Te-Rbo], Fort Worth, TX 76102 • United States
1111 N Hwy 77, Waxahachie, TX 75165 • United States
557 E Ovilla Rd, Red Oak, TX 75154 • United States
8990 State Hwy 121, Mckinney, TX 75070 • United States
1177 N 9Th St, Midlothian, TX 76065 • United States
4150 Mockingbird Ln, Dallas, TX 75205 • United States
4301 Lovers Ln, Dallas, TX 75225 • United States
4232 Lemmon Ave, Dallas, TX 75219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities, Llc | Dallas | TX | 04/2016 | 05/2021 |
| Wells Fargo Clearing Services, Llc. | Dallas | TX | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-21 |
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