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Connor Wilson

Wells Fargo Advisors Financial Network, LLC

Melville, NY

CRD 7172710

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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-01-08
NJ RA APPROVED 2021-09-23
NY RA APPROVED 2021-09-23
  • TX RA
    APPROVED_RES
    Since 2024-01-08
  • NJ RA
    APPROVED
    Since 2021-09-23
  • NY RA
    APPROVED
    Since 2021-09-23

Branch Locations

401 Broadhollow Rd, Melville, NY 11747 • 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
Wells Fargo Advisors Financial Network, Llc Melville NY 08/2019 Present
Lark Pub And Grub East Northport NY 09/2019 10/2019
317 Main Street Farmingdale NY 09/2019 12/2020
The Branch Office Elmira NY 09/2015 01/2017
Steak, Stone And Sushi Lockport NY 02/2017 12/2017
Founding Fathers Pub Buffalo NY 02/2018 06/2019
Coco Bar And Bistro Buffalo NY 01/2019 06/2019
Liazon Buffalo NY 06/2018 08/2018
  • 08/2019 → Present
    Wells Fargo Advisors Financial Network, Llc
    Melville, NY
  • 09/2019 → 10/2019
    Lark Pub And Grub
    East Northport, NY
  • 09/2019 → 12/2020
    317 Main Street
    Farmingdale, NY
  • 09/2015 → 01/2017
    The Branch Office
    Elmira, NY
  • 02/2017 → 12/2017
    Steak, Stone And Sushi
    Lockport, NY
  • 02/2018 → 06/2019
    Founding Fathers Pub
    Buffalo, NY
  • 01/2019 → 06/2019
    Coco Bar And Bistro
    Buffalo, NY
  • 06/2018 → 08/2018
    Liazon
    Buffalo, NY
Other Businesses

WILSON SECURITIES, INC; INV RELATED; MELVILLE, NY; 100% OWNERSHIP; START DATE 6/6/2023; 1 HOUR PER MONTH; 1 HOUR DURING TRADING; FINET PRACTICE.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-22
  • S66 Uniform Combined State Law Examination
    2021-09-22

View on SEC IAPD

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