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CRD 7702767
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 | 2023-06-07 |
Branch Locations
7107 N Navarro St, Victoria, TX 77904 • United States
1201 N Main St, Victoria, TX 77901 • United States
699 State Hwy 35 S, Port Lavaca, TX 77979 • United States
331 N Sunset Strip St, Kenedy, TX 78119 • United States
101 W Goodwin Ave, Victoria, TX 77901 • United States
1000 Louisiana St 7Th Fl [Tn/Td-Rbo], Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Austin | TX | 02/2023 | Present |
| The First State Bank | Victoria | TX | 08/2013 | 02/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-07 |
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