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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 | 2026-07-16 |
Branch Locations
7780 Gall Blvd, Zephyrhills, FL 33541 • United States
100 S Ashley Dr 9Th Fl [F6-Rbo], Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Zephyrhills | FL | 07/2026 | Present |
| Wells Fargo Bank, Na | Zephyrhills | FL | 06/2026 | Present |
| Self-Employed | Wesley Chapel | FL | 04/2026 | 06/2026 |
| The Insurance Consulting Group | Tampa | FL | 03/2026 | 03/2026 |
| Self-Employed | Wesley Chapel | FL | 12/2024 | 02/2026 |
| Sam's Club | Wesley Chapel | FL | 09/2024 | 12/2024 |
| Chevere Cleaning Of Tampa Bay Llc | Zephyrhills | FL | 08/2022 | 09/2024 |
| Achieva Credit Union | Pinellas Park | FL | 11/2020 | 07/2022 |
| Unemployed | St Petersburg | FL | 07/2016 | 11/2020 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-14 |
| S65 | Uniform Investment Adviser Law Examination | 2026-02-18 |
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