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Clearing Partners

First Clearing

As part of our commitment to providing quality service and state of the art technology tools, in 1998 we formed a strategic clearing relationship with First Clearing¹, one of the nations leading brokerage clearing institutions. In addition to providing custodial and trade execution support, First Clearing furnishes firms and financial advisors access to a world-class platform of products, technology, tools and research.

First Clearing provides quality securities-execution and brokerage-clearance services to retail securities firms throughout the United States. Headquartered in St. Louis, Missouri, First Clearing provides the benefit of a firm with a long heritage in the full-service brokerage.

First Clearing is now in its fourth decade of service providing clearing services. Our relationship with First Clearing brings the benefit of a firm with deep roots in the full-service brokerage business and the strength of being affiliated with one of the largest financial services companies in America.

¹First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.