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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 | 2023-11-15 |
| AZ | RA | APPROVED | 2023-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orion Marine Group | Tacoma | WA | 07/2016 | 06/2017 |
| Max Kuney Construction | Spokane | WA | 07/2017 | 04/2019 |
| Shamrock Paving | Spokane | WA | 05/2019 | 10/2021 |
| Westpac Wealth Partners | Spokane | WA | 10/2021 | 09/2022 |
| Guardian Life Insurance Company | Missoula | MT | 10/2021 | 07/2022 |
| Park Avenue Securities | Missoula | MT | 10/2021 | 07/2022 |
| Edward Jones | St Louis | MO | 09/2022 | 10/2023 |
| Wells Fargo Clearing Services, Llc | Peoria | AZ | 10/2023 | Present |
BRENEMAN AND ASSOCIATES CPA, PLLC; INV RELATED; COEUR D'ALENE, ID; COEUR D'ALENE;50% OWNERSHIP; -; START DATE: 12/01/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-07 |
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