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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 | 2025-08-04 |
| OH | RA | APPROVED | 2024-02-20 |
Branch Locations
Westerville, OH • United States
6760 Perimeter Dr, Dublin, OH 43016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Columbus | OH | 11/2021 | 02/2024 |
| Morgan Stanley | Columbus | OH | 02/2021 | 11/2021 |
| United Parcel Service | Columbus | OH | 10/2020 | 02/2021 |
| Upstart | Columbus | OH | 08/2020 | 10/2020 |
| Planet Fitness | Bowling Green | OH | 10/2019 | 05/2020 |
| Aladdin'S Eatery | Columbus | OH | 05/2019 | 08/2019 |
| American Income Life Insurance Company | Columbus | OH | 02/2018 | 01/2019 |
| Marcos Pizza | Bowling Green | OH | 09/2016 | 02/2018 |
| Student // Unemployed | Bowling Green | OH | 01/2019 | 05/2019 |
| Wells Fargo Advisors Financial Network, Llc | Dublin | OH | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-31 |
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