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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 | 2023-05-24 |
| FL | RA | APPROVED | 2022-09-14 |
| WA | RA | APPROVED | 2022-04-23 |
Branch Locations
555 110Th Ave Ne 10Th Fl, Bellevue, WA 98004 • United States
205 108Th Ave Ne 6Th Fl, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Puyallup | WA | 01/2022 | Present |
| Wells Fargo Bank, Na | Puyallup | WA | 06/2019 | Present |
| Personal Finance Center | Tamuning | 04/2018 | 03/2019 | |
| T Galleria By Dfs | Tumon | 11/2010 | 02/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-22 |
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