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B M Fry

Wells Fargo Clearing Services, LLC

Toledo, OH

CRD 3204074

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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
TX RA APPROVED_RES 2014-04-14
OH RA APPROVED 2009-01-16
  • TX RA
    APPROVED_RES
    Since 2014-04-14
  • OH RA
    APPROVED
    Since 2009-01-16

Branch Locations

7335 Crossleigh Ct Ste 100, Toledo, OH 43617 • 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 Toledo OH 05/2009 11/2016
Wells Fargo Clearing Services, Llc Toledo OH 11/2016 Present
Previous Registrations
Other Businesses

NOTARY PUBLIC, NOT INV RELATED, SYLVANIA, OHIO, NOTARY, START DATE 9/1/2021, 1 HOUR PER MONTH/0 DURING TRADING, NOTARIZING DOCUMENTS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-08-04
  • S63 Uniform Securities Agent State Law Examination
    2003-08-04
Other Names
  • Michele Fry
  • B Michele Fry
  • B Michele Bone

View on SEC IAPD

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Nearby Investors

RYAN PHILLIP KELLEY
BRETT RYAN JERGENS
Carter Dye

Nearby Offices

LPL FINANCIAL LLC · TOLEDO, OH
CETERA INVESTMENT ADVISERS LLC · TOLEDO, OH
GURNEE GROUP, LLC · TOLEDO, OH

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