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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 | 2018-09-28 |
| PA | RA | APPROVED | 2018-06-27 |
Branch Locations
140 Pasquerilla Plz Ste 144 [Profit Formula], Johnstown, PA 15901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Johnstown | PA | 04/2018 | Present |
| Robert Half | Johnstown | PA | 08/2017 | 04/2018 |
| Clear Air Llc | Huntingdon | PA | 10/2016 | 08/2017 |
| Footsteps Psychological Services | Johnstown | PA | 08/2011 | 09/2016 |
| Self Employed - Sell Of Vintage Items On Ebay | Johnstown | PA | 01/2016 | Present |
DANE MORSE THRIFT SALES, NOT INV RELATED, JOHNSTOWN, PA, 100% OWNERSHIP, START 1/1/2017, 10 HOURS PER MONTH, ZERO DURING TRADING, ONLINE USED GOOD SALES OF ANTIQUES AND COLLECTIBLES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-26 |
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