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CRD 3234805
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 |
|---|---|---|---|
| FL | RA | APPROVED | 2012-11-07 |
Branch Locations
2407 Palm Ridge Rd, Sanibel, FL 33957 • United States
9110 Strada Pl 3Rd Floor [F9-Rbo], Naples, FL 34108 • United States
15569 Mcgregor Blvd, Fort Myers, FL 33908 • United States
1530 Heitman St, Fort Myers, FL 33901 • United States
5765 Lee Blvd, Lehigh Acres, FL 33971 • United States
1130 Homestead Rd N, Lehigh Acres, FL 33936 • United States
1608 Cape Coral Pkwy W, Cape Coral, FL 33914 • United States
4300 Palm Beach Blvd, Fort Myers, FL 33905 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Fort Myers | FL | 10/2012 | Present |
| Wells Fargo Clearing Services, Llc | Fort Myers | FL | 11/2016 | Present |
| Wells Fargo Advisors, Llc. | Fort Myers | FL | 10/2012 | 11/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-31 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-07 |
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