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Shalane Liane Bohle

Wells Fargo Advisors Financial Network, LLC

Irvine , CA

Mission Viejo, CA

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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
CA RA APPROVED 2026-02-04
TX RA APPROVED 2026-02-04
  • CA RA
    APPROVED
    Since 2026-02-04
  • TX RA
    APPROVED
    Since 2026-02-04

Branch Locations

7700 Irvine Certer Dr Sute 510, Irvine , CA 92618 • United States

Mission Viejo, CA • 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
Us Bank Newport Beach CA 12/2015 06/2018
Wells Fargo Clearing Services, Llc Irvine CA 06/2018 02/2026
Wells Fargo Advisors Financial Network, Llc Irvine CA 02/2026 Present
Previous Registrations
  • 2018-06-29 → 2026-02-04
    Wells Fargo Clearing Services, Llc
    Irvine, CA
    Irvine, CA
    Irvine, CA
  • 2010-06-08 → 2018-06-29
    U.S. Bancorp Investments, Inc.
    Lake Forest, CA
    Fountain Valley, CA
    Mission Viejo, CA
    Irvine, CA
    Newport Beach, CA
  • 2009-05-02 → 2010-06-02
    Chase Investment Services Corp.
    Laguna Hills, CA
    Laguna Hills, CA
    Mission Viejo, CA
  • 2008-08-14 → 2009-05-02
    Wamu Investments, Inc.
    Laguna Hills, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-08-07
  • S66 Uniform Combined State Law Examination
    2008-08-07
Other Names
  • Shalane Shanefelt
  • Shalane Liane Shanefelt

View on SEC IAPD

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GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
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