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CRD 6817978
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 | 2024-10-01 |
Branch Locations
375 N Hwy 67, Cedar Hill, TX 75104 • United States
201 Main St 4Th Fl [Te-Rbo], Fort Worth, TX 76102 • United States
1111 N Hwy 77, Waxahachie, TX 75165 • United States
1177 N 9Th St, Midlothian, TX 76065 • United States
2906 E Ledbetter Dr, Dallas, TX 75216 • United States
557 E Ovilla Rd, Red Oak, TX 75154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Irving | TX | 06/2016 | 04/2022 |
| Bank Of America, N.A. | Irving | TX | 05/2016 | 03/2022 |
| 24 Hour Fitness | Dallas | TX | 11/2016 | 12/2016 |
| J.P. Morgan Securities Llc | Frisco | TX | 03/2022 | 10/2024 |
| Jpmorgan Chase Bank, N.A. | Frisco | TX | 03/2022 | 10/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Irving | TX | 06/2016 | 10/2017 |
| Wells Fargo Clearing Services, Llc | Fort Worth | TX | 10/2024 | Present |
GARTA DESIGNS LLC, NOT INV RELATED, DESOTO, TX, 100% OWNERSHIP, START 6/1/2020, 10 HRS PER MONTH, 0 HRS DURING TRADING, CONTRACT WORK/HOME RENOVATIONS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-23 |
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