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Christina T Brown

Wells Fargo Clearing Services, LLC

Mount Pleasant, SC

Charleston, SC

Columbia, SC

CRD 7819148

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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 2026-05-15
SC RA APPROVED 2025-03-12
  • TX RA
    APPROVED_RES
    Since 2026-05-15
  • SC RA
    APPROVED
    Since 2025-03-12

Branch Locations

3080 Ironclad Alley, Mount Pleasant, SC 29466 • 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
Morgan Stanley Columbia SC 11/2023 03/2025
Wells Fargo Columbia SC 08/2009 10/2023
Morgan Stanley Private Bank, N.A New York NY 03/2024 03/2025
Wells Fargo Clearing Services, Llc Greenville SC 03/2025 Present
  • 11/2023 → 03/2025
    Morgan Stanley
    Columbia, SC
  • 08/2009 → 10/2023
    Wells Fargo
    Columbia, SC
  • 03/2024 → 03/2025
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 03/2025 → Present
    Wells Fargo Clearing Services, Llc
    Greenville, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-15
  • S66 Uniform Combined State Law Examination
    2024-04-15
Other Names
  • Christina Travieso
  • Christina T Brown
  • Christina Travieso Brown

View on SEC IAPD

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APOLLON WEALTH MANAGEMENT, LLC · MOUNT PLEASANT, SC
APOLLON FINANCIAL, LLC · MOUNT PLEASANT, SC
JANNEY MONTGOMERY SCOTT LLC · Mt. Pleasant, SC

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