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Wells Fargo Clearing Services, LLC CRD 19616
$671B regulatory AUM 5,302 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-03 |
Branch Locations
1000 Louisiana St 7Th Fl [Tn/Td-Rbo], Houston, TX 77002 • United States
4660 Highway 6, Sugar Land, TX 77478 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Sugarland | TX | 03/2024 | Present |
| Wells Fargo Bank, Na | Sugarland | TX | 05/2019 | Present |
| Best In Class Education Center | Houston | TX | 01/2019 | 05/2021 |
| Jassmine Beauty Salon | Bellaire | TX | 08/2014 | 12/2018 |
| Yes Prep Publioc School - West | Houston | TX | 07/2015 | 07/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-06 |
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