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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 |
|---|---|---|---|
| ID | RA | APPROVED | 2026-08-18 |
Branch Locations
4594 N Eagle Rd, Boise, ID 83713 • United States
101 S Capitol Blvd Ste 1210 [Wj/Wb/Wl/Ws-Rbo], Boise, ID 83702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Meridian | ID | 05/2026 | Present |
| Wells Fargo Bank, Na | Meridian | ID | 05/2022 | Present |
| Citibank N.A. | Meridian | ID | 12/2016 | 12/2021 |
| United States Postal Service | Boise | ID | 12/2021 | 05/2022 |
| Taf Distribution | Boise | ID | 01/2014 | 01/2017 |
| Formal Agreement Generation Services Llc | Nampa | ID | 04/2023 | Present |
The name of the business is Formal Agreement Generation Services LLC The business is not investment-related The address of the other business is 507 Arrowhead Dr. Nampa ID 83686 Nature of the business is a residential leasing company My position is managing partner My title is Lease origination Manager The start date is 04/13/2023 I devote approximately 2-4 hours/month I do not devote any time to the other business during trading hours My duties relating to the other business are the origination of residential lease agreement between tenant applicants and lessee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2026-07-28 |
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