Elijah Valtierra

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

Authority	Category	Status	Date
TX	RA	APPROVED	2021-07-03

TX RA
APPROVED

Since 2021-07-03

Branch Locations

1701 Legacy Dr Ste 1150 Fl 1, Frisco, TX 75034 • 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

Organization	City	State	From	To
Wells Fargo Advisors Financial Network, Llc	Frisco	TX	02/2021	Present
Dialpad	Austin	TX	06/2017	01/2021
Full-Time Education	Norman	OK	08/2016	05/2017

02/2021 → Present

Wells Fargo Advisors Financial Network, Llc

Frisco, TX
06/2017 → 01/2021

Dialpad

Austin, TX
08/2016 → 05/2017

Full-Time Education

Norman, OK

Other Businesses

RENTAL PROPERTY, INVT RELATED, AUSTIN, TX, 50% OWNERSHIP, START DATE 12/1/2021, 1 HR PER MONTH, 0 HRS DURING TRADING, LANDLORD. MT CARMEL PYROTECHNICS LLC, INV RELATED, DALLAS, TX, START 11/22/23, 160 HRS PER MONTH, 100 HRS DURING TRADING, FINET PRACTICE;

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-07-02

S66 Uniform Combined State Law Examination

2021-07-02

Other Names

Elijah Kekoa Masaru Valtierra

View on SEC IAPD