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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:

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
FL RA APPROVED 2020-03-09
TX RA APPROVED_RES 2020-03-09
  • FL RA
    APPROVED
    Since 2020-03-09
  • TX RA
    APPROVED_RES
    Since 2020-03-09

Branch Locations

92 Eglin Parkway Ne, Fort Walton Beach, FL 32548 • 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
Jackson National Life Distributors, Llc Franklin TN 11/2015 03/2017
Morgan Stanley Destin FL 03/2017 03/2020
Morgan Stanley Private Bank, National Association New York NY 04/2017 03/2020
Wells Fargo Advisors Financial Network, Llc Fort Walton Beach FL 03/2020 Present
Morgan Stanley Private Bank, N.A New York NY 04/2017 Present
  • 11/2015 → 03/2017
    Jackson National Life Distributors, Llc
    Franklin, TN
  • 03/2017 → 03/2020
    Destin, FL
  • 04/2017 → 03/2020
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 03/2020 → Present
    Fort Walton Beach, FL
  • 04/2017 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Other Businesses

DAVID R. DENSMORE LLC, INV RELATED, DESTIN, FL, 100% OWNERSHIP, START 4/3/2020, 0 HRS/MONTH, 0 HRS DURING TRADING, FINET PRACTICE LLC.; TRUSTEE FOR DAVID R. DENSMORE LLC 401K, INV RELATED, DESTIN, FL, START 4/3/2020, 0 HRS/MONTH, 0 HRS DURING TRADING, FINET PRACTICE 401K. PANHANDLE AFFORDABLE HOMES LLC, INV RELATED, DEFUNIAK SPRINGS, FL, 100% OWNERSHIP, START 5/2/2023, 12 HOURS PER MONTH, ZERO DURING TRADING, MOBILE HOME DEALERSHIP.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-08-23
  • S66 Uniform Combined State Law Examination
    2011-08-23
Other Names
  • David Riley Densmore
  • David Densmore

View on SEC IAPD

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