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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 | 2025-02-27 |
Branch Locations
13703 W Ih 10, San Antonio, TX 78249 • United States
4351 Medical Dr, San Antonio, TX 78229 • United States
106 S St. Mary'S St, San Antonio, TX 78205 • United States
1000 Louisiana St 7Th Fl [Tn/Td-Rbo], Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2016 | 09/2017 |
| Tiaa | San Antonio | TX | 10/2017 | 04/2019 |
| Tiaa-Cref Individual & Institutional Services, Llc | San Antonio | TX | 10/2017 | 04/2019 |
| Mml Investors Services, Llc | San Antonio | TX | 11/2019 | 06/2021 |
| Mass Mutual Life Insurance Company | San Antonio | TX | 10/2019 | 06/2021 |
| Unemployed | San Antonio | TX | 05/2019 | 10/2019 |
| Pnc Investments | San Antonio | TX | 06/2021 | 02/2025 |
| Wells Fargo Clearing Services, Llc | Houston | TX | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-18 |
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