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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2024-08-01 |
| TX | RA | APPROVED_RES | 2024-07-17 |
Branch Locations
20130 Lakeview Center Plaza 100B, Ashburn, VA 20147 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 02/2014 | 07/2024 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 02/2014 | 07/2024 |
| Wells Fargo Advisors Financial Network, Llc | Herndon | VA | 07/2024 | Present |
RENTAL PROPERTY; INV. RELATED; LEESBURG, VA; OWNER; START DAET 9/1/2024; 1 HR PER MONTH; 0 HRS DURING TRADING. 3 CAPTAINS, LLC; NOT INV. RELATED; PURCELLVILLE, VA; FISHING CHARTER OWNER, 100% OWNERSHIP; START DATE 10/12/2020; 2 HRS PER MONTH; 0 HRS DURING TRADING. SOUTH BAY CONDO ASSOCIATION; NOT INV. RELATED; OCEAN CITY, MD; SECRETARY; START DATE 10/7/20231 HR PER MONTH; 0 HRS DURING TRADING; DUTIES: ATTEND MEETINGS, TAKE NOTES, SEND NOTES AND NOTIFY HOMEOWNERS. J SCOTT PITTS, LLC ; INV RELATED; PURCELLVILLE, VA; LLC;100% OWNERSHIP; START DATE: 01/19/2021; 1 HRS PER MONTH; 0 HRS DURING TRADING; | LAKEVIEW 100 LLC ; INV RELATED; ASHBURN, VA; LLC;100% OWNERSHIP; START DATE: 01/28/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-07 |
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