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Katherine Emily Minor

Wells Fargo Clearing Services, LLC

Canonsburg, PA

CRD 8251880

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Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-20
PA RA APPROVED 2026-08-10
  • TX RA
    APPROVED
    Since 2026-08-20
  • PA RA
    APPROVED
    Since 2026-08-10

Branch Locations

2400 Ansys Dr Ste 304, Canonsburg, PA 15317 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Canonsburg PA 04/2026 Present
Unemployed Washington PA 12/2025 04/2026
Optum Pittsburgh PA 11/2020 12/2025
Unemployed Washington PA 05/2020 11/2020
Carnegie Mellon University Pittsburgh PA 08/2018 05/2020
Unemployed Washington PA 05/2018 08/2018
Xl Catlin Chicago IL 10/2015 05/2018
  • 04/2026 → Present
    Wells Fargo Clearing Services, Llc
    Canonsburg, PA
  • 12/2025 → 04/2026
    Unemployed
    Washington, PA
  • 11/2020 → 12/2025
    Optum
    Pittsburgh, PA
  • 05/2020 → 11/2020
    Unemployed
    Washington, PA
  • 08/2018 → 05/2020
    Carnegie Mellon University
    Pittsburgh, PA
  • 05/2018 → 08/2018
    Unemployed
    Washington, PA
  • 10/2015 → 05/2018
    Xl Catlin
    Chicago, IL
Other Businesses

MINOR GROUP,; INV RELATED;CANONSBURG,PA; LLC; CLIENT ASSOCIATE; START DATE: 08/03/2026; 10 HRS PER MONTH; 10 HRS DURING TRADING;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-10
  • S66 Uniform Combined State Law Examination
    2026-08-10
Other Names
  • Katie Minor

View on SEC IAPD

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