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Dylan Calvert Elias

Wells Fargo Clearing Services, LLC

Austin, TX

Austin, TX

CRD 7562356

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Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-06
  • TX RA
    APPROVED
    Since 2026-01-06

Branch Locations

111 Congress Ave. 3Rd Fl, Ste 300 [Tt-Rbo], Austin, TX 78701 • United States

11302 Fm 2222, Austin, TX 78730 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stifel Independent Advisors Saint Louis MO 07/2024 11/2025
Chick-Fil-A Saint Louis MO 04/2018 01/2023
Kemper Saint Louis MO 06/2023 08/2023
Stifel Independent Advisors Saint Louis MO 05/2022 08/2022
Auburn University Auburn AL 08/2020 05/2024
Taco Mama Auburn AL 03/2021 01/2022
Unemployed Saint Louis MO 07/2008 04/2018
Wells Fargo Clearing Services, Llc Austin TX 12/2025 Present
Wells Fargo Bank, Na Austin TX 12/2025 Present
  • 07/2024 → 11/2025
    Stifel Independent Advisors
    Saint Louis, MO
  • 04/2018 → 01/2023
    Chick-Fil-A
    Saint Louis, MO
  • 06/2023 → 08/2023
    Kemper
    Saint Louis, MO
  • 05/2022 → 08/2022
    Stifel Independent Advisors
    Saint Louis, MO
  • 08/2020 → 05/2024
    Auburn University
    Auburn, AL
  • 03/2021 → 01/2022
    Taco Mama
    Auburn, AL
  • 07/2008 → 04/2018
    Unemployed
    Saint Louis, MO
  • 12/2025 → Present
    Austin, TX
  • 12/2025 → Present
    Wells Fargo Bank, Na
    Austin, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
  • S66 Uniform Combined State Law Examination
    2025-08-29
Other Names
  • Dylan Elias

View on SEC IAPD

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