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Wells Fargo Advisors Financial Network, LLC CRD 11025
$252B regulatory AUM 2,990 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 |
|---|---|---|---|
| NM | RA | APPROVED | 2022-10-25 |
| ID | RA | APPROVED | 2022-10-24 |
| TX | RA | APPROVED | 2022-10-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Boise | ID | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boise | ID | 11/2016 | 10/2022 |
| Wells Fargo Advisors Financial Network, Llc | Pocatello | ID | 10/2022 | Present |
NELSON AND NELSON INVESTMENTS, LLC; INV. RELATED; POCATELLO,ID; 100% OWNERSHIP; START DATE 10/17/2022; NUMBER OF HOURS PER MONTH 160; NUMBER OF HOURS DURING TRADING 8; FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1989-09-07 |
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