We have formed a business alliance with one of the nation's leading brokerage clearing institutions – First Clearing. This relationship brings us the benefit of a firm with a long heritage in the full-service brokerage business and the strength of being a non-bank affiliate of Wells Fargo & Company.

Headquartered in St. Louis, Missouri, First Clearing is a division of Wells Fargo & Company. One of the nation’s strongest banks since 1852, Wells Fargo has a legendary reputation for strength and stability. Member New York Stock Exchange. In 1934, during the heart of the Depression, J. C. Wheat & Co. opened its doors in Richmond, Virginia. Today, more than 72 years later, we clear for our affiliate Wells Fargo Advisors-one of the country's most respected full-service investment firms-and more than 100 local and regional securities firms throughout the United States

Account Protection
Coverage for cash and securities in protected client accounts is provided from two sources. The Securities Investor Protection Corporation (SIPC) protects up to $500,000, of which $100,000 may be cash. Additional protection, at no cost to you, has been obtained for the remaining net equity balance, if any of the cash and securities in your Account. This coverage does not protect against losses from any change in the market values of investments.

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