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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 | 2026-01-09 |
Branch Locations
201 Main St 4Th Fl [Tg-Rbo], Fort Worth, TX 76102 • United States
5905 W Poly Webb Rd, Arlington, TX 76016 • United States
2225 Central Dr, Bedford, TX 76021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Fort Worth | TX | 10/2014 | 04/2018 |
| Td Ameritrade, Inc. | Fort Worth | TX | 10/2014 | 04/2018 |
| Td Ameritrade Investment Management, Llc | Fort Worth | TX | 08/2016 | 04/2018 |
| Jpmorgan Chase Bank, N.A. | Fort Worth | TX | 04/2018 | 08/2018 |
| J.P. Morgan Securities Llc | Fort Worth | TX | 04/2018 | 08/2018 |
| Td Ameritrade, Inc. | The Villages | FL | 08/2018 | 08/2020 |
| Td Ameritrade Investment Management, Llc | The Villages | FL | 08/2018 | 08/2020 |
| Jp Morgan Securities, Llc | Arlington | TX | 08/2020 | 01/2026 |
| Jp Morgan Chase Bank, N.A. | Arlington | TX | 08/2020 | 01/2026 |
| Wells Fargo Clearing Services, Llc | Fort Worth | TX | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-03 |
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