T.J. Arch

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2023 → 08/2024
  Wells Fargo Clearing Services, Llc
  Miami, FL
• 02/2022 → 07/2023
  Signature Aviation
  Orlando, FL
• 10/2021 → 02/2022
  Universal Engineering Sciences
  Orlando, FL
• 08/2019 → 09/2021
  Ameris Bank
  Atlanta, GA
• 11/2017 → 02/2019
  Total Warranty Services
  West Palm Beach, FL
• 11/2012 → 05/2017
  Kaufman, Rossin & Co.
  Miami, FL
• 02/2019 → 08/2019
  Unemployed
  Jacksonville, FL
• 05/2017 → 11/2017
  Unemployed
  Miami, FL
• 08/2024 → Present
  Wells Fargo Advisors Financial Network, Llc
  Miami, FL

Previous Registrations

• 2023-10-27 → 2024-08-01
  Wells Fargo Clearing Services, Llc
  Miami, FL

Other Businesses

CERTIFIED PUBLIC ACCOUNTANT; NOT INV RELATED; GAINESVILLE, FL; CPA; START 01/19/2017; 0 HOURS PER MONTH; 0 HOURS DURING TRADING; MAINTAIN LICENSE. LSA WEALTH MANAGEMENT LLC; INV RELATED; MIAMI, FL; 16% OWNERSHIP; START 8/5/2024; 40 HOURS PER MONTH; 40 HOURS DURING TRADING; FINET PRACTICE. ARCH GROUP FINANCIAL SERVICES LLC; INV. RELATED; MIAMI, FL; 49% OWNERSHIP; FINET OPERATING COMPANY; START DATE: 8/5/2024; 160 HOURS PER MONTH; 160 HOURS DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2023-10-26

Other Names

• T.J. Arch
• Theodore Arch