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CRD 7739611
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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-21 |
| TX | RA | APPROVED | 2025-01-17 |
Branch Locations
222 Palm Coast Pkwy Ne, Palm Coast, FL 32137 • United States
400 Blanding Blvd, Orange Park, FL 32073 • United States
1050 Palm Coast Pkwy Sw, Palm Coast, FL 32137 • United States
2465 Blanding Blvd, Middleburg, FL 32068 • United States
1 Independent Drive 24Th Fl [F4-Rbo], Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Insurance / Transameri | Middleburg | FL | 08/2022 | 05/2023 |
| O'QUinn Insurance | Ormond Beach | FL | 12/2021 | 07/2022 |
| Farmers Insurance | Jacksonville | FL | 01/2021 | 12/2021 |
| Allstate Insurance | Jacksonville | FL | 01/2020 | 01/2021 |
| Student | Jacksonville | FL | 08/2013 | 08/2019 |
| University Of North Florida | Jacksonville | FL | 08/2019 | 05/2023 |
| Charles Schwab & Co., Inc. | Ormond Beach | FL | 05/2023 | 01/2025 |
| Charles Schwab Bank, Ssb | Ormond Beach | FL | 05/2023 | 01/2025 |
| Wells Fargo Clearing Services, Llc | Jacksonville | FL | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-22 |
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