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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 | 2016-12-06 |
| MI | RA | APPROVED | 2010-01-07 |
Branch Locations
2025 E Beltline Se Ste 501, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Grand Rapids | MI | 05/2001 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Grand Rapids | MI | 11/2016 | Present |
REVADO HILLS CONDO ASSOCIATION, NOT INVT RELATED, HOLLAND, MI, BOARD MEMBER, START DATE 5/16/2023, 1 HR PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, DISCUSSING AND DECIDING ON CONTRACTORS FOR MAINTENANCE AND GROUND SERVICES. SETTING THE BUDGET AND DECIDING ON DUES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-02 |
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