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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 | 2019-07-05 |
| UT | RA | APPROVED | 2019-02-04 |
Branch Locations
5201 Amelia Earhart Dr 2Nd & 3Rd Fls [Wt & Cst], Salt Lake City, UT 84116 • United States
Bountiful, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Inc. | Salt Lake City | UT | 07/1987 | 07/2017 |
| Wells Fargo Clearing Services | Salt Lake City | UT | 08/2018 | Present |
| Unemployed | Bountiful | UT | 07/2017 | 08/2018 |
STOUT BROTHERS LLC, INV RELATED, MESA, AZ, 50% OWNERSHIP, START 12/31/2010, ZERO HOURS PER MONTH, ZERO DURING TRADING, TAXES AND EXPENSES ON REAL ESTATE. EXPRESS MOBILE WASH, LLC, NOT INVT RELATED, BOUNTIFUL, UT, 25% OWNERSHIP, START DATE 9/1/2020, 2 HRS PER MONTH, 0 HRS DURING TRADING, DRAFTING BUSINESS PLANS AND HANDLING PAPERWORK.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-26 |
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