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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_RES | 2025-07-08 |
| MI | RA | APPROVED | 2023-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Battle Creek | MI | 05/2015 | Present |
TWO DOT MARKETING, LLC, NOT INV RELATED, BATTLE CREEK, MI, 70% OWNERSHIP PRESIDENT, START 8/19/2016, 60 HOURS PER MONTH, ZERO DURING TRADING, MANAGE ALL ASPECTS OF THE BUSINESS, OBTAINING AND RETAINING CLIENTS, PERFORMING MARKETING FUNCTIONS AND WEB DESIGN, MANAGEMENT OF BOOKS AND RECORDS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-03 |
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