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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-09 |
| OH | RA | APPROVED | 2012-06-29 |
Branch Locations
51 S Stanfield Rd, Troy, OH 45373 • United States
1041 S Main St [Satellite], Bellefontaine, OH 43311 • United States
5 S Main St [Office Of Convenience], Minster, OH 45865 • United States
565 Metro Place S Ste 110 [Satellite], Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Troy | OH | 03/2012 | Present |
YMCA OF CENTRAL OHIO; INV. RELATED; COLUMBUS,OH; FINANCE COMMITTEE MEMBER; START DATE 10/17/2022; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 1; ATTENDING MEETINGS TO REVIEW FINANCIALS OF THE ORGANIZATION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-28 |
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