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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-22 |
| TX | RA | APPROVED | 2024-04-19 |
Branch Locations
255 S County Rd Ste 100 [Vg-Rbo], Palm Beach, FL 33480 • United States
1044 N Us Highway 1 Ste 101, Jupiter, FL 33477 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Palm Beach Gardens | FL | 06/2014 | 04/2024 |
| Jpmorgan Chase Bank Na | Palm Beach | FL | 06/2014 | 04/2024 |
| Wells Fargo Clearing Services, Llc | Palm Beach | FL | 04/2024 | Present |
RENTAL PROPERTY, INV RELATED, BRETTON WOODS, NH, 100% OWNERSHIP, START: 1/2/2019, 0 HOURS A MONTH, 0 HOURS DURING TRADING, RESIDENTIAL RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-04-16 |
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