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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-01 |
Branch Locations
8900 Pines Blvd, Pembroke Pines, FL 33024 • United States
396 Alhambra Cir 8Th Fl [D2-Rbo], Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 02/2023 | 07/2024 |
| Party City | Miami | FL | 09/2017 | 11/2017 |
| Subway | Miami | FL | 02/2018 | 04/2018 |
| Polo Ralph Lauren | Miami | FL | 05/2019 | 12/2019 |
| 1851 | Tallahassee | FL | 02/2019 | 05/2019 |
| Hobbit American Grill | Tallahassee | FL | 09/2020 | 06/2021 |
| Flanigan's | Miami | FL | 06/2021 | 08/2021 |
| Proof Brewing Co. | Tallahassee | FL | 10/2021 | 11/2021 |
| Fsu Legends | Tallahassee | FL | 01/2022 | 04/2022 |
| Phoenix Financial Services | Fort Lauderdale | FL | 09/2022 | 11/2022 |
| Unemployed | Miami | FL | 11/2017 | 02/2018 |
| Unemployed | Tallahassee | FL | 04/2018 | 03/2019 |
| Unemployed | Tallahassee | FL | 08/2019 | 09/2020 |
| Unemployed | Tallahassee | FL | 08/2021 | 10/2021 |
| Unemployed | Tallahassee | FL | 11/2021 | 01/2022 |
| Unemployed | Miami | FL | 04/2022 | 09/2022 |
| Unemployed | Miami | FL | 11/2022 | 02/2023 |
| Cic Investors 90 Ltd | Miami | FL | 06/2021 | 07/2021 |
| Florida State University | Tallahassee | FL | 08/2018 | 04/2022 |
| Bank Of America, N.A. | Miami | FL | 05/2023 | 07/2024 |
| Unemployed | Miami | FL | 03/2010 | 09/2017 |
| Wells Fargo Bank, Na | Pembroke Pines | FL | 07/2025 | Present |
| Wells Fargo Clearing Services, Llc | Pembroke Pines | FL | 07/2025 | Present |
| Unemployed | Miami | FL | 07/2024 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-20 |
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