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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-21 |
Branch Locations
201 Main St 4Th Fl [Te-Rbo], Fort Worth, TX 76102 • United States
1300 N Town East Blvd Ste 108, Mesquite, TX 75150 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Dallas | TX | 10/2015 | 07/2021 |
| Wells Fargo Clearing Services, Llc | Dallas | TX | 10/2018 | 07/2021 |
| Urban Vines Wine Bistro | Dallas | TX | 08/2016 | 10/2016 |
| Mcdonalds | Dallas | TX | 02/2017 | 07/2017 |
| Jp Morgan Chase Bank, N.A | Dallas | TX | 10/2021 | 03/2022 |
| J.P Morgan Securities Llc | Dallas | TX | 10/2021 | 03/2022 |
| Unemployed | Dalls | TX | 08/2021 | 10/2021 |
| Wells Fargo Bank, Na | Dallas | TX | 03/2022 | 06/2025 |
| Wells Fargo Clearing Services, Llc | Dallas | TX | 03/2022 | 06/2025 |
| Lpl Financial Llc | Dallas | TX | 06/2025 | 02/2026 |
| Pegasus Bank | Dallas | TX | 06/2025 | 02/2026 |
| Wells Fargo Clearing Services, Llc | Mesquite | TX | 07/2026 | Present |
| Wells Fargo Bank, Na | Mesquite | TX | 06/2026 | Present |
| Unemployed | Dallas | TX | 02/2026 | 06/2026 |
| Agape Healthcare | Mesquite | TX | 08/2024 | Present |
Agape Health Care / Caregiver for Autism Patience / Outside/W-2 Employment / Non Inv Related / Dallas TX 75217 / Start date 08/16/2024 - 80 hrs per month - 12% time spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-19 |
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