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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
VA RA APPROVED 2023-05-18
  • VA RA
    APPROVED
    Since 2023-05-18

Branch Locations

21361 Epicerie Plz, Sterling, VA 20164 • United States

1753 Pinnacle Dr 3Rd Fl [V6-Rbo], Mclean, VA 22102 • 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
Wells Fargo Clearing Services, Llc Sterling VA 11/2022 Present
Wells Fargo Bank, Na Sterling VA 01/2022 Present
Alliance Francaise De Jacksonville Jacksonville FL 08/2018 01/2022
Elections Cameroon Yaounde 10/2017 06/2018
Elections Cameroon Nkongsamba 06/2011 10/2017
  • 11/2022 → Present
    Sterling, VA
  • 01/2022 → Present
    Wells Fargo Bank, Na
    Sterling, VA
  • 08/2018 → 01/2022
    Alliance Francaise De Jacksonville
    Jacksonville, FL
  • 10/2017 → 06/2018
    Elections Cameroon
    Yaounde
  • 06/2011 → 10/2017
    Elections Cameroon
    Nkongsamba
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-18
S63 Uniform Securities Agent State Law Examination 2023-04-26
  • S65 Uniform Investment Adviser Law Examination
    2023-05-18
  • S63 Uniform Securities Agent State Law Examination
    2023-04-26
Other Names
  • Christelle Tsalefac Kennang
  • Christelle Tedom
  • Christelle Tsalefac Kennang Epse Tedom
  • Christelle Tsalefackennangepsetedom

View on SEC IAPD

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