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Benilda Leah Lewis

Wells Fargo Clearing Services, LLC

Frisco, TX

CRD 7819605

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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 2026-05-18
  • TX RA
    APPROVED
    Since 2026-05-18

Branch Locations

17 Cowboys Way Ste 500, Frisco, TX 75034 • 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 Frisco TX 10/2023 Present
Globe Telecom Manila 11/2004 01/2020
N/A Frisco TX 01/2020 10/2023
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-16
  • S66 Uniform Combined State Law Examination
    2026-05-16
Other Names
  • Benilda Leah De Guzman
  • Benildaleah Deguzman Lewis

View on SEC IAPD

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Nearby Offices

BSIP SLP GP, LLC · FRISCO, TX
MCCLURE CAPITAL ADVISORS, INC. · FRISCO, TX
MAVERICK TECH FUND MANAGER · FRISCO, TX

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