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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 |
|---|---|---|---|
| TN | RA | APPROVED | 2026-05-04 |
Branch Locations
6075 Poplar Ave Ste 650 [Tv-Rbo], Memphis, TN 38119 • United States
4740 Lebanon Pike [Hermitage], Hermitage, TN 37076 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investments Services, Inc. | Atlanta | GA | 02/2014 | 08/2022 |
| Suntrust Bank | Franklin | TN | 01/2014 | 08/2022 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 08/2022 |
| Raymond James Financial Services, Inc | Hermitage | TN | 08/2022 | 05/2026 |
| Raymond James Financial Services Advisors, Inc | Hermitage | TN | 08/2022 | 05/2026 |
| Wilson Bank & Trust | Hermitage | TN | 08/2022 | 05/2026 |
| Wells Fargo Clearing Services, Llc | Memphis | TN | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-28 |
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