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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 | 2025-05-17 |
| NJ | RA | APPROVED | 2013-09-26 |
| PA | RA | APPROVED | 2013-09-16 |
Branch Locations
672 S River St Ste 300 [Bp-Rbo], Wilkes Barre (Plains), PA 18705 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Allentown | PA | 06/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Allentown | PA | 11/2016 | Present |
EXECUTOR FOR AUNT, INV RELATED, PALMER TOWNSHIP, PA, START 10/16/2019, 0 HRS/MONTH, 0 HRS DURING TRADING. OUR LADY OF THE EUCHARIST, INV RELATED, PITTSTON, PA, FINANCE COMMITTEE MEMBER, START DATE 10/17/2019, 1 HR PER MONTH, 0 HRS DURING TRADING, REVIEWING PREPARED FINANCIAL STATEMENTS AND DISCUSSING FACILITY EXPENDITURES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-16 |
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