Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| MD | RA | APPROVED | 2022-08-02 |
| TX | RA | APPROVED | 2012-03-07 |
Branch Locations
8830 Stanford Blvd Ste 303, Columbia, MD 21045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Chesterfield | MO | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Chesterfield | MO | 11/2016 | Present |
THE VINOY GROUP, NOT INV RELATED, IRVING, TX, 100% OWNERSHIP WITH SPOUSE, START 10/01/2018, 10 HOURS PER MONTH, ZERO DURING TRADING, EVENT PLANNING BUSINESS OWNERSHIP ONLY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-27 |
Reach out to this advisor