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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 | 2020-08-06 |
| MI | RA | APPROVED | 2010-01-05 |
Branch Locations
2025 E Beltline Se Ste 501, Grand Rapids, MI 49546 • United States
Rockford, MI • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Grand Rapids | MI | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Grand Rapids | MI | 11/2016 | Present |
AMANDA AND THE FOX, NOT INV RELATED, BIRMINGHAM, MI, 20% OWNER, START: 6/2015, 0 HOURS, NO DUTIES. GCK LLC; NOT INV RELATED; ROCKFORD, MI; CELL PHONE AND GADGET ACCESSORY WEBSITE SALES; 100% OWNERSHIP WITH SPOUSE; START 8/31/2015; 0.10 HOURS PER MONTH, 0 DURING TRADING; OWNER, PRESIDENT, CONTACT PERSON FOR PRODUCT DEVELOPMENT. OUR LADY'S ROSARY MAKERS OF GRAND RAPIDS, INV RELATED, GRAND RAPIDS, MI, TREASURER, START 1/1/2004, 4 HOURS PER MONTH, ZERO DURING TRADING. SA OF AMERICA; INV RELATED; GRAND RAPIDS, MI; TREASURER; START DATE: 10/25/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 1986-09-25 |
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