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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 | 2026-07-23 |
Branch Locations
201 Main St 4Th Fl [Te-Rbo], Fort Worth, TX 76102 • United States
5352 N Garland Ave, Garland, TX 75040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Garland | TX | 03/2026 | Present |
| Wells Fargo Bank, Na | Garland | TX | 10/2023 | Present |
| State Farm | Richardson | TX | 10/2021 | 09/2023 |
| Chick-Fil-A | Richardson | TX | 09/2019 | 07/2020 |
| Wells Fargo Bank, Na | Richardson | TX | 07/2016 | 10/2021 |
| Repertory Company Theatre | Richardson | TX | 10/2019 | 12/2019 |
| Repertory Company Theatre | Richardson | TX | 02/2020 | 03/2020 |
| Garland Civic Theatre | Garland | TX | 11/2017 | 02/2018 |
| Garland Civic Theatre | Garland | TX | 09/2018 | 11/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2026-05-26 |
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