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Patricia A White

Wells Fargo Clearing Services, LLC

Greenville, SC

Charleston, SC

Charleston, SC

Columbia, SC

CRD 3201546

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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
SC RA APPROVED 2024-04-25
MT RA APPROVED 2015-08-04
KY RA APPROVED 2015-05-05
NC RA APPROVED 2007-07-19
VA RA APPROVED 2007-07-18
  • SC RA
    APPROVED
    Since 2024-04-25
  • MT RA
    APPROVED
    Since 2015-08-04
  • KY RA
    APPROVED
    Since 2015-05-05
  • NC RA
    APPROVED
    Since 2007-07-19
  • VA RA
    APPROVED
    Since 2007-07-18

Branch Locations

15 S Main St 3Rd Fl, Greenville, SC 29601 • United States

320 Broad St, Charleston, SC 29401 • United States

320 Broad St 4Th Fl [Rbo], Charleston, SC 29401 • United States

1320 Main St Ste 600, Columbia, SC 29201 • 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 Advisors Llc Raleigh NC 05/2009 11/2016
Wells Fargo Clearing Services, Llc Raleigh NC 11/2016 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-12-23
  • S66 Uniform Combined State Law Examination
    2003-12-23
Other Names
  • Patricia White
  • Patricia Ann Kramer
  • Patricia A Kramer
  • Patricia Kramer
  • Patricia A Duling

View on SEC IAPD

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Carter Wyatt McCrary
Joy Faith Jennings

Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · GREENVILLE, SC
FORTIS CAPITAL ADVISORS, LLC · Greenville, SC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GREENVILLE, SC

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