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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2017-01-12 |
Branch Locations
101 Paulette Circle At Jefferson Square Suite A, Lynchburg, VA 24502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bold Branch Beef Llc | Evington | VA | 05/2013 | 12/2016 |
| Wells Fargo Clearing Services, Llc | Roanoke | VA | 12/2016 | Present |
1.)I AM THE OWNER OF BOLD BRANCH BEEF LLC, A SMALL GRASS-FED BEEF COMPANY IN EVINGTON, VA. AS THE OWNER I KEEP THE BOOKS, RAISE THE ANIMALS, AND SELL THE MEAT AT A LOCAL FARMERS' MARKET IN FOREST, VA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-06 |
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