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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2022-09-08 |
Branch Locations
15015 Main St, Bellevue, WA 98007 • United States
999 3Rd Ave 40Th Fl [Wh/Wk-Rbo], Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Redmond | WA | 08/2021 | 12/2021 |
| Wells Fargo Bank, Na | Redmond | WA | 04/2018 | Present |
| Washington State University | Pullman | WA | 08/2012 | 12/2016 |
| Bancolombia | Medellin | 08/2016 | 12/2016 | |
| Safeway | Seattle | WA | 12/2016 | 04/2018 |
| Wells Fargo Clearing Services, Llc | Redmond | WA | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-15 |
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