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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_RES | 2024-10-14 |
| NE | RA | APPROVED | 2022-07-06 |
Branch Locations
13625 California St Ste 200 [Gl-Rbo], Omaha, NE 68154 • United States
6600 O Street, Lincoln, NE 68510 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Omaha | NE | 02/2022 | Present |
| Wells Fargo Bank, Na | Omaha | NE | 12/2019 | Present |
| Ch2M | Doha | 12/2014 | 10/2018 | |
| Unemployed | Hastings | NE | 10/2018 | 12/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-05 |
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