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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-09 |
| TX | RA | APPROVED | 2025-01-09 |
Branch Locations
144 Continente Ave Suite 180 1St Floor, Brentwood, CA 94513 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Walnut Creek | CA | 10/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Walnut Creek | CA | 11/2016 | 01/2025 |
| Wells Fargo Advisors Financial Network, Llc | Brentwood | CA | 01/2025 | Present |
MARTIN FINANCIAL GROUP INC; INV RELATED; BRENTWOOD, CA; PORTFOLIO MGNT; 60% OWNERSHIP; START DATE 01/13/2025; 800 HOURS PER MONTH; 800 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-25 |
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