Adrian Victor Avelar

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers

Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2018-06-04

TX RA
APPROVED

Since 2018-06-04

Branch Locations

1530 N Lee Trevino Dr, El Paso, TX 79936 • United States

221 N Kansas St 1St Fl [Tf*/Tk-Rbo], El Paso, TX 79901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Bank, Na	El Paso	TX	11/2015	Present
Wells Fargo Clearing Services, Llc	El Paso	TX	02/2018	Present

11/2015 → Present

Wells Fargo Bank, Na

El Paso, TX
02/2018 → Present

Wells Fargo Clearing Services, Llc

El Paso, TX

Other Businesses

SABEE HOLDINGS LLC DBA SABEE TRAVELS; NOT INV RELATED; 100% OWNERSHIP; EL PASO, TX; START DATE 6/10/2024; 8 HOURS PER MONTH; 0 DURING TRADING; RECORD AND EDIT VIDEOS OF WORLD TRAVEL THEN POST TO YOUTUBE PAGE.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-06-04
S63	Uniform Securities Agent State Law Examination	2018-05-10

S65 Uniform Investment Adviser Law Examination

2018-06-04
S63 Uniform Securities Agent State Law Examination

2018-05-10

Other Names

Adrian Avelar

View on SEC IAPD