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Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-08-12
CO RA APPROVED 2022-08-11
TX RA APPROVED_RES 2022-08-11
WI RA APPROVED 2022-08-11
  • SC RA
    APPROVED
    Since 2024-08-12
  • CO RA
    APPROVED
    Since 2022-08-11
  • TX RA
    APPROVED_RES
    Since 2022-08-11
  • WI RA
    APPROVED
    Since 2022-08-11

Branch Locations

225 Seven Farms Dr Ste 300, Charleston, SC 29492 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Lacrosse WI 06/2013 11/2016
Wells Fargo Clearing Services, Llc Lacrosse WI 11/2016 08/2022
Wells Fargo Advisors Financial Network, Llc Evergreen CO 08/2022 Present
Previous Registrations
Other Businesses

PAULSON WEALTH MANAGEMENT, LLC, INVT RELATED, EVERGREEN, CO, 50% OWNERSHIP, START DATE 8/15/2022, 160 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE. PAULSON GP, LLC ; INV RELATED; DANIEL ISLAND,SC; MERCHANT PARTNERSHIP;90% OWNERSHIP; START DATE: 12/12/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING |

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-02-27
  • S66 Uniform Combined State Law Examination
    2004-02-27
Other Names
  • Lance Paulson

View on SEC IAPD

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Other Investors

Other Offices

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