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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 2025-10-14
  • TX RA
    APPROVED
    Since 2025-10-14

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
OrganizationCityStateFromTo
Wells Fargo Advisors Financial Network, Llc Frisco TX 03/2025 Present
Texas Christian University Fort Worth TX 08/2016 05/2020
Unemployed Sacramento CA 05/2020 08/2020
Fairway Mortgage Plano TX 04/2021 10/2022
Reliance Mortgage Addison TX 08/2020 04/2021
High Velocity Payments Cresson TX 07/2023 03/2025
Ark-La-Tex Financial Plano TX 10/2022 03/2025
Arraycon Solar Sacramento CA 07/2016 08/2017
Towerpoint Wealth Sacramento CA 06/2018 08/2018
American Airlines Euless TX 06/2019 08/2019
  • 03/2025 → Present
    Frisco, TX
  • 08/2016 → 05/2020
    Texas Christian University
    Fort Worth, TX
  • 05/2020 → 08/2020
    Unemployed
    Sacramento, CA
  • 04/2021 → 10/2022
    Fairway Mortgage
    Plano, TX
  • 08/2020 → 04/2021
    Reliance Mortgage
    Addison, TX
  • 07/2023 → 03/2025
    High Velocity Payments
    Cresson, TX
  • 10/2022 → 03/2025
    Ark-La-Tex Financial
    Plano, TX
  • 07/2016 → 08/2017
    Arraycon Solar
    Sacramento, CA
  • 06/2018 → 08/2018
    Towerpoint Wealth
    Sacramento, CA
  • 06/2019 → 08/2019
    American Airlines
    Euless, TX
Other Businesses

the name of the other business; DTX Investment Properties LLC whether the business is investment-related; Yes the address of the other business; 2336 Highlands Creek Rd, Carrollton, TX the nature of the other business; Holding LLC for an investment property I am 50% owner of your position; 50% owner title, or relationship with the other business; 50% owner the start date of your relationship; 11/2024 the approximate number of hours/month you devote to the other business; 1-2 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; I am a 50% owner and operator of the property at 3635 Gardenbrook Dr, unit 16400, Farmers Branch, TX the name of the other business; Investment Property - 3635 Gardenbrook Dr, unit 16400, Farmers Branch, TX whether the business is investment-related; Yes the address of the other business; 3635 Gardenbrook Dr, unit 16400, Farmers Branch, TX the nature of the other business; investment property I am 50% owner of your position; 50% owner title, or relationship with the other business; 50% owner the start date of your relationship; June 2021 the approximate number of hours/month you devote to the other business; 1-2 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; I am a 50% owner and operator of the property at 3635 Gardenbrook Dr, unit 16400, Farmers Branch, TX the name of the other business; Investment Property - 4115 Bowser Ave, unit 6, Dallas, Tx whether the business is investment-related; Yes the address of the other business; 4115 Bowser Ave, unit 6, Dallas, Tx the nature of the other business; investment property I am 100% owner of your position; 100% owner title, or relationship with the other business; 100% owner the start date of your relationship; 3/30/2021 the approximate number of hours/month you devote to the other business; 1-2 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; I am the 100% owner and operator of the property at 4115 Bowser Ave, unit 6, Dallas, Tx the name of the other business; Content Creator - Shifttalk TV on Youtube whether the business is investment-related; no the address of the other business; 2336 Highlands Creek Rd, Carrollton, TX the nature of the other business; Content creator for youtube your position; 100% owner title, or relationship with the other business; 100% owner the start date of your relationship; 02/2023 the approximate number of hours/month you devote to the other business; 0-4 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; I am the 100% owner, filmer and editor for the youtube channel FAT KARTING; NOT INV RELATED;CRESSON,TX; GO KART RACING; DRIVER COACH; START DATE: 05/02/2026; 20 HRS PER MONTH; 0 HRS DURING TRADING;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-14
  • S66 Uniform Combined State Law Examination
    2025-10-14

View on SEC IAPD

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