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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2022-04-05 |
| TX | RA | APPROVED_RES | 2022-04-05 |
| NJ | RA | APPROVED | 2019-12-16 |
Branch Locations
1201 New Rd, Ste 207 Cornerstone Commerce Center, Linwood, NJ 08221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Linwood | NJ | 11/2017 | Present |
| The Rutgers State University | New Brunswick | NJ | 08/2012 | 08/2017 |
| Johnny's Restaurant Group - Shuckers Bar And Grille | Margate City | NJ | 05/2016 | 11/2017 |
MILTON & BETTY KATZ JCC, INV RELATED, MARGATE, NJ, FINANCE COMMITTEE MEMBER, START 3/25/2024, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, REVIEWING BUDGET AND BALANCE SHEET DISCUSSING SPENDING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-13 |
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