Best Investors Account Sign in

Zachary S Henderson

Wells Fargo Clearing Services, LLC

Land O'LAkes, FL

CRD 7788932

Claim This Profile
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

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-05
FL RA APPROVED 2023-10-24
  • TX RA
    APPROVED
    Since 2024-03-05
  • FL RA
    APPROVED
    Since 2023-10-24

Branch Locations

17907 Aprile Dr Ste 100, Land O'LAkes, FL 34638 • 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
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Trinity FL 07/2023 Present
Ymca Palm Harbor Palm Harbor FL 06/2016 07/2018
Daytona State College Daytona FL 08/2018 05/2020
Zone Fitness New Port Richey FL 06/2019 08/2019
Valdosta State University Valdosta GA 08/2020 05/2023
  • 07/2023 → Present
    Wells Fargo Clearing Services, Llc
    Trinity, FL
  • 06/2016 → 07/2018
    Ymca Palm Harbor
    Palm Harbor, FL
  • 08/2018 → 05/2020
    Daytona State College
    Daytona, FL
  • 06/2019 → 08/2019
    Zone Fitness
    New Port Richey, FL
  • 08/2020 → 05/2023
    Valdosta State University
    Valdosta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-23
  • S66 Uniform Combined State Law Examination
    2023-10-23
Other Names
  • Zach Henderson

View on SEC IAPD

Nearby Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
DMK ADVISOR GROUP, INC.
EDWARD JONES

Nearby Investors

Ivette Ramirez
BRIAN STEINBACH
Michael Yacavone

Nearby Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · LAND O LAKES, FL
DMK ADVISOR GROUP, INC. · LUTZ, FL
EDWARD JONES · Lutz, FL

More in Land O'lakes, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor