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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-18 |
Branch Locations
120 W Nolana St, Mcallen, TX 78504 • United States
1821 S 77 Sunshine Strip, Harlingen, TX 78550 • United States
1000 Louisiana St 7Th Fl [Tn/Td-Rbo], Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Brownsville | TX | 12/2022 | Present |
| Wells Fargo Bank, Na | Brownsville | TX | 12/2022 | Present |
| Boost Mobile By Extravagant | Brownsville | TX | 11/2015 | 02/2018 |
| Wells Fargo Bank, Na | Brownsville | TX | 02/2018 | 12/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-25 |
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