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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 |
|---|---|---|---|
| MD | RA | APPROVED | 2023-01-18 |
Branch Locations
16810 Georgia Ave, Olney, MD 20832 • United States
8830 Stanford Blvd 3Rd Fl [M3-Rbo], Columbia, MD 21045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Olney | MD | 09/2022 | Present |
| Wells Fargo Bank, Na | Olney | MD | 11/2014 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-22 |
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