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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 | 2023-10-11 |
| NJ | RA | APPROVED | 2023-08-10 |
Branch Locations
7000 Lincoln Dr E Ste 301, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Turnersville | NJ | 01/2019 | 04/2021 |
| The Evangelisti Group | Haddonfield | NJ | 03/2018 | 01/2019 |
| Kennedy Investment Group | West Deptford | NJ | 08/2017 | 02/2018 |
| Beneficial Bank | Sicklerville | NJ | 06/2015 | 08/2017 |
| Rutgers University | Camden | NJ | 01/2017 | 12/2018 |
| Camden County College | Blackwood | NJ | 01/2014 | 12/2016 |
| Wells Fargo Clearing Services Llc | Marlton | NJ | 04/2021 | Present |
Mills Properties LLC. Investment properties not finra related. Business address 30 Pinehurst Court, Blackwood, NJ 08012. Buy and acquire real estate to either flip or utilize as rental property. There are zero hours devoted to this business during trading hours. My role in the business is the owner and I actively follow up with ongoing projects with general contractors to ensure work is completed accurately, I also search for and purchase new properties to either flip or add as rental.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-09 |
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