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Timothy Paul Brown

Wells Fargo Clearing Services, LLC

Boise, ID

Idaho Falls, ID

Walnut Creek, CA

CRD 5715026

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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

AuthorityCategoryStatusDate
ID RA APPROVED 2021-10-06
TX RA APPROVED_RES 2019-04-22
CA RA APPROVED 2012-07-16
  • ID RA
    APPROVED
    Since 2021-10-06
  • TX RA
    APPROVED_RES
    Since 2019-04-22
  • CA RA
    APPROVED
    Since 2012-07-16

Branch Locations

Boise, ID • United States

900 Pier View Dr Stes 200 & 202, Idaho Falls, ID 83402 • United States

2033 N Main Street 9Th Floor [Wz-Rbo], Walnut Creek, CA 94596 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc Walnut Creek CA 07/2012 11/2016
Wells Fargo Clearing Services, Llc Walnut Creek CA 11/2016 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-01-22
  • S66 Uniform Combined State Law Examination
    2010-01-22
Other Names
  • Tim Paul Brown
  • Timothy P Brown

View on SEC IAPD

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