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CRD 6774589
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_RES | 2025-09-04 |
| FL | RA | APPROVED | 2022-07-14 |
Branch Locations
4328 Blanding Blvd, Jacksonville, FL 32210 • United States
1 Independent Drive 24Th Fl [F4-Rbo], Jacksonville, FL 32202 • United States
1511 County Road 220, Orange Park, FL 32003 • United States
2841 County Road 210 W, Jacksonville, FL 32259 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc. | Orange Park | FL | 03/2017 | Present |
| Wells Fargo Bank Na | Orange Park | FL | 08/2012 | Present |
NOTARY; NOT INV RELATED; JACKSONVILLE, FL; NOTARIZE DOCUMENTS; START DATE: 09/01/2025; 1 HRS PER MONTH; 1 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-11 |
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