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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-30 |
| TX | RA | APPROVED | 2024-10-23 |
Branch Locations
13640 Ben C Pratt/6 Mile Cypress [Satellite], Fort Myers, FL 33912 • United States
8625 Tam 8625 Tamiami Trail N. 4Th Floor, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs | New York | NY | 10/2012 | 06/2018 |
| Goldman Sachs & Co. Llc | West Palm Beach | FL | 07/2018 | 10/2024 |
| Wells Fargo Advisors Financial Network, Llc | Naples | FL | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-12-23 |
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