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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_RES | 2017-04-17 |
| CA | RA | APPROVED | 2010-06-02 |
Branch Locations
5060 California Ave 11Th Fl, Bakersfield, CA 93309 • United States
Bakersfield, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Bakersfield | CA | 05/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bakersfield | CA | 11/2016 | Present |
CITY OF BAKERSFIELD TREE ADVISORY GROUP (TAG); NOT INV RELATED; BAKERSFIELD, CA; ADVISORY COUNCILMEMBER; 04/2025; 4 HOURS PER MONTH; 0 DURING TRADING HOURS; ADVISING THE CITY OF BAKERSFIELD
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-07-07 |
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