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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 | 2026-08-31 |
Branch Locations
8808 Spring Cypress Rd, Spring, TX 77379 • United States
1000 Louisiana St 7Th Fl [Tn/Td-Rbo], Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Houston | TX | 05/2022 | 02/2024 |
| Wells Fargo Bank, Na | Houston | TX | 07/2019 | 02/2024 |
| Alfa Rome Fiat Of Clear Lake | Webster | TX | 12/2018 | 06/2019 |
| Helfman Maserati Alfa Romeo Fiat Of Sugarland | Stafford | TX | 06/2017 | 12/2018 |
| Tommy Vaughn Ford | Houston | TX | 09/2016 | 06/2017 |
| Baytown Ford | Baytown | TX | 08/2015 | 09/2016 |
| J.P. Morgan Securities Llc | Houston | TX | 03/2024 | 07/2026 |
| Jpmorgan Chase Bank, N.A. | Houston | TX | 03/2024 | 07/2026 |
| Wells Fargo Clearing Services, Llc | Spring | TX | 07/2026 | Present |
| Wells Fargo Bank, Na | Spring | TX | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-08 |
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