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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2022-11-03 |
Branch Locations
6752 Parker Farm Dr Ste 300, Wilmington, NC 28405 • United States
1700 N Main St, High Point, NC 27262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | High Point | NC | 04/2022 | Present |
| Wells Fargo Bank, Na | High Point | NC | 07/2019 | Present |
| Guilford Technical Community College - Gtcc | Greensboro | NC | 08/2017 | 07/2019 |
| Our Lady Of Grace Catholic School | Greensboro | NC | 08/2016 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-03 |
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