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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 | 2020-07-09 |
| NJ | RA | APPROVED | 2018-05-30 |
Branch Locations
1600 Highway 35 And Deal Rd [J6/J9-Rbo], Oakhurst, NJ 07755 • United States
2 Washington Crossing Rd, Pennington, NJ 08534 • United States
130 Franklin Corner Rd, Lawrenceville, NJ 08648 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Pennington | NJ | 04/2013 | 05/2018 |
| Wells Fargo Clearing Services, Llc | Haddon Township | NJ | 05/2018 | Present |
POWER OF ATTORNEY FOR FATHER; INV RELATED; TRENTON, NJ; START: 5/23/18; 0 HR/MO; 0 DURING TRADING. POWER OF ATTORNEY FOR MOTHER; INV RELATED; TRENTON, NJ; START: 5/30/18; 0 HR/MO; 0 DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-09 |
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