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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2024-04-01 |
| TX | RA | APPROVED_RES | 2024-04-01 |
Branch Locations
51 S Stanfield Rd, Troy, OH 45373 • United States
50 Pearl Road Suite 216 [Satellite], Brunswick, OH 44212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Westlake | OH | 09/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Westlake | OH | 11/2016 | 04/2024 |
| Wells Fargo Advisors Financial Network, Llc | Brunswick | OH | 04/2024 | Present |
BLUE OCEAN INVESTMENT GROUP, LLC; INV RELATED; BRUNSWICK, OH; 50% OWNERSHIP; START DATE 4/1/2024; 160 HOURS PER MONTH; 160 DURING TRADING; FINET PRACTICE.| MONACO GP, LLC; INV RELATED; BRUNSWICK, OH; 80% OWNERSHIP; START DATE 01/02/2026; 1 HOUR PER MONTH; 1 HOURS DURING TRADING; MERRCHANT CASH AND STOCK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-21 |
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