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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2025-02-03 |
| TX | RA | APPROVED | 2025-01-31 |
Branch Locations
1547 Powers Ferry Rd, Marietta, GA 30067 • United States
106 W Maple St [G1/G3-Rbo], Cumming, GA 30040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Marietta | GA | 02/2022 | 08/2022 |
| Impact Partnership | Kennesaw | GA | 07/2021 | 12/2021 |
| Unwine'd & Tap | Marietta | GA | 08/2019 | 08/2021 |
| Governor's Towne Club | Acowrth | GA | 06/2018 | 07/2019 |
| Reveille Cafe | Acworth | GA | 05/2016 | 04/2018 |
| Bank Of America, N.A. | Marietta | GA | 04/2022 | 10/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 12/2022 | 04/2024 |
| Unwine'd & Tap/Mtmt, Llc | Marietta | GA | 10/2022 | 12/2022 |
| Bank Of America, N.A. | Atlanta | GA | 12/2022 | 04/2024 |
| J.P. Morgan Securities Llc | Marietta | GA | 04/2024 | 01/2025 |
| Jpmorgan Chase Bank, N.A. | Marietta | GA | 04/2024 | 01/2025 |
| Unemployed | Acworth | GA | 05/2018 | 05/2018 |
| Unemployed | Powder Springs | GA | 01/2022 | 01/2022 |
| Wells Fargo Clearing Services, Llc | Cumming | GA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-15 |
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