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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
OH RA APPROVED 2025-11-14
  • OH RA
    APPROVED
    Since 2025-11-14

Branch Locations

6767 Longshore Street, Dublin, OH 43017 • 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
Blue Stone Wealth Partners Columbus OH 01/2015 06/2017
Lincoln Financial Advisors Columbus OH 06/2017 08/2021
Lpl Financial, Llc Columbus OH 08/2021 03/2022
Gladstone Institutional Advisory Llc(Dba:GLadstone Wealth Group) Columbus OH 06/2021 03/2022
Lincoln Financial Advisors Columbus OH 04/2022 02/2024
Wells Fargo Advisors Financial Network, Llc Dublin OH 02/2024 Present
  • 01/2015 → 06/2017
    Blue Stone Wealth Partners
    Columbus, OH
  • 06/2017 → 08/2021
    Lincoln Financial Advisors
    Columbus, OH
  • 08/2021 → 03/2022
    Lpl Financial, Llc
    Columbus, OH
  • 06/2021 → 03/2022
    Gladstone Institutional Advisory Llc(Dba:GLadstone Wealth Group)
    Columbus, OH
  • 04/2022 → 02/2024
    Lincoln Financial Advisors
    Columbus, OH
  • 02/2024 → Present
    Dublin, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-13
  • S66 Uniform Combined State Law Examination
    2025-11-13
Other Names
  • Clair Byers Reich

View on SEC IAPD

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