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Brian Thomas Wilber

Wells Fargo Clearing Services, LLC

Tarpon Springs, FL

Scottsdale, AZ

CRD 6373703

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Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-08-17
TX RA APPROVED_RES 2021-03-31
OR RA APPROVED 2015-08-04
  • AZ RA
    APPROVED
    Since 2026-08-17
  • TX RA
    APPROVED_RES
    Since 2021-03-31
  • OR RA
    APPROVED
    Since 2015-08-04

Branch Locations

101 Federal Pl Ste 101 [Regional Supervision], Tarpon Springs, FL 34689 • United States

8601 N Scottsdale Rd Ste 150 [Tl-Rbo], Scottsdale, AZ 85253 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Bank Bend OR 08/2009 Present
Wells Fargo Advisors, Llc Bend OR 08/2014 11/2016
Wells Fargo Clearing Services, Llc Bend OR 11/2016 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-08-03
  • S66 Uniform Combined State Law Examination
    2015-08-03
Other Names
  • Brian Wilber

View on SEC IAPD

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