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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 | 2026-08-26 |
Branch Locations
1313 Johnson Ferry Rd Ne [Merchants Walk], Marietta, GA 30068 • United States
106 W Maple St [G1/G3-Rbo], Cumming, GA 30040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Georgia Financial Advisors | Atlanta | GA | 05/2024 | 04/2025 |
| Live Free Atlanta | Marietta | GA | 07/2023 | 01/2024 |
| Atlanta Communities Brokerage | Marietta | GA | 07/2023 | 02/2024 |
| Skystone Acquisitions | Buckhead | GA | 03/2023 | 06/2023 |
| Student/Unemployed At The University Of Georgia | Athens | GA | 10/2021 | 03/2023 |
| International Grill & Bar | Athens | GA | 06/2021 | 10/2021 |
| Pennington Seed | Madison | GA | 02/2021 | 06/2021 |
| Student/Unemployed At The University Of Georgia | Athens | GA | 08/2020 | 02/2021 |
| Leger & Son Inc. | Cordele | GA | 05/2020 | 08/2020 |
| Windham Landscaping | Cordele | GA | 01/2013 | 05/2020 |
| Trinity Wealth Securities, Llc | Atlanta | GA | 12/2024 | 04/2025 |
| Ameriprise Financial Services, Llc | Atlanta | GA | 05/2025 | 05/2026 |
| Wells Fargo Clearing Services, Llc | Marietta | GA | 08/2026 | Present |
| Wells Fargo Bank, Na | Marietta | GA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-12-02 |
| S65 | Uniform Investment Adviser Law Examination | 2024-05-27 |
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