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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2026-07-28 |
Branch Locations
106 W Maple St [G1/G3-Rbo], Cumming, GA 30040 • United States
850 Woodstock Rd, Roswell, GA 30075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2019 | 02/2022 |
| Cellco Partnership Dba Verizon | Alpharetta | GA | 07/1995 | 03/2019 |
| E*Trade Securities Llc | Alpharetta | GA | 02/2022 | 05/2025 |
| E*Trade Capital Management Llc | Alpharetta | GA | 02/2022 | 05/2025 |
| Morgan Stanley | Alpharetta | GA | 02/2022 | 05/2025 |
| Morgan Stanley | Alpharetta | GA | 02/2022 | 05/2025 |
| Morgan Stanley | Alpharetta | GA | 02/2022 | 05/2025 |
| Truist Investment Services, Inc | Roswell | GA | 12/2025 | 06/2026 |
| Self Employed | Canton | GA | 05/2025 | 12/2025 |
| Truist Advisory Services, Inc | Roswell | GA | 12/2025 | 06/2026 |
| Wells Fargo Clearing Services, Llc | Roswell | GA | 07/2026 | Present |
| Wells Fargo Bank, Na | Roswell | GA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-18 |
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