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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 | 2024-01-11 |
| GA | RA | APPROVED | 2023-07-20 |
Branch Locations
3414 Peachtree Road Ne Suite 1100, 11Th Floor, Atlanta, GA 30326 • United States
180 Interstate North Parkway Se [Satellite], Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Alpharetta | GA | 02/2019 | 10/2020 |
| Davidson College | Davidson | NC | 08/2013 | 05/2017 |
| Lile Wellness Partners, Pllc | Alpharetta | GA | 08/2017 | 07/2018 |
| Unemployed | Alpharetta | GA | 07/2018 | 02/2019 |
| Wells Fargo Bank, Na | Smyrna | GA | 12/2020 | 07/2023 |
| Wells Fargo Clearing Services, Llc | Smyrna | GA | 12/2020 | 07/2023 |
| Wells Fargo Advisors Financial Network, Llc | Atlanta, Ga | GA | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-17 |
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