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CRD 6215450
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 |
|---|---|---|---|
| FL | RA | APPROVED | 2021-04-06 |
Branch Locations
1 Independent Drive 24Th Fl [F4-Rbo], Jacksonville, FL 32202 • United States
1399 Ne 25Th Ave, Ocala, FL 34470 • United States
2001 Sw 17Th St, Ocala, FL 34471 • United States
3541 Se Maricamp Rd, Ocala, FL 34471 • United States
3201 Sw College Rd, Ocala, FL 34474 • United States
5407 Se 111Th St, Belleview, FL 34420 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Ocala | FL | 06/2013 | 11/2016 |
| Wells Fargo Bank Na | Ocala | FL | 09/2011 | Present |
| Wells Fargo Clearing Services, Llc | Ocala | FL | 11/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-13 |
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