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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 |
|---|---|---|---|
| UT | RA | APPROVED | 2023-11-20 |
| TX | RA | APPROVED | 2023-11-16 |
Branch Locations
375 Deer Park Valley Dr, Park City, UT 84060 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Park City | UT | 06/2014 | 11/2023 |
| Wells Fargo Advisors Financial Network, Llc | Park City | UT | 11/2023 | Present |
MTN AERIE LLC, INV RELATED, PARK CITY, UT, 100% OWNERSHIP, START: 11/29/2023, 2 HOURS A MONTH, 0 HOURS DURING TRADING, MANAGE AIRBNB.; SON TAN PROPERTY MANAGEMENT LLC, INV RELATED, SALT LAKE CITY, UT, 50% OWNERSHIP, START: 11/29/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING, MANAGE RENTAL PROPERTY.; TMG ACTING, NOT INV RELATED, PARK CITY, UT, ACTOR, START: 11/29/2023, 2 HOURS A MONTH, 0 HOURS DURING TRADING. PARK CITY WEALTH MANAGEMENT LLC, INV RELATED, PARTK CITY, UT, 80% OWNERSHIP, START 11/16/23, 40 HRS PER WEEK, 40 HRS DURING TRADING, FINET PRACTICE; PAPA POW POW PRODUCTIONS LLC; INV RELATED;PARK CITY,UT; LLC;100% OWNERSHIP; START DATE: 07/28/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-19 |
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