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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_RES | 2025-11-17 |
| NJ | RA | APPROVED | 2025-11-13 |
| NY | RA | APPROVED | 2025-11-13 |
Branch Locations
280 Park Ave 27Th & 29Th Fls, New York, NY 10017 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co. Incorporated | New York | NY | 01/2009 | 11/2017 |
| Morgan Stanley Smith Barney | New York | NY | 06/2009 | 11/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 11/2017 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 11/2017 | Present |
| Jpmorgan Securities, Llc. | New York | NY | 11/2017 | 11/2025 |
| Wells Fargo Clearing Services, Llc | New York | NY | 11/2025 | Present |
Entity Name: Powerflow Yoga Investment related: No "Address: Powerflow Yoga 1288 Van Houten Ave Clifton, NJ 07013 powerflow-yoga.com" Nature of the other business: Health & Fitness Position/Title/Relationship: Employee/Contractor Start Date: 07/30/2023 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I will be a Yoga instructor. Teaching a class in Powerflow Yoga studio in Livingston NJ.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-01-12 |
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