Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2026-02-13 |
| TX | RA | APPROVED_RES | 2014-04-17 |
| OH | RA | APPROVED | 2009-01-16 |
Branch Locations
Fort Myers Beach, FL • United States
7335 Crossleigh Ct Ste 100, Toledo, OH 43617 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Toledo | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Toledo | OH | 11/2016 | Present |
QUINN FAMILY LLC, INVESTMENT RELATED, PERRYSBURG, OH, OWNER, START: 2004, 0 HOURS PER MONTH, DUTIES: FAMILY RENTAL PROPERTY. RENTAL PROPERTY, INVT RELATED, PERRYSBURG, OH, 100% OWNERSHIP WITH SPOUSE, START DATE 7/31/2020, 2 HRS PER MONTH, 0 HRS DURING TRADING, OWNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 1983-04-08 |
Reach out to this advisor