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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_RES | 2016-08-25 |
| FL | RA | APPROVED | 2001-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Tampa | FL | 05/2009 | Present |
HEITLER FINANCIAL SERVICES, INC; INVESTMENT RELATED; TAMPA,FL; 100% OWNERSHIP; START DATE 10/23/2000; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; PAYROLL, OFFICE EXPENSES, AND UTILITIES FOR FINET PRACTICE. EGAN HEITLER, LLC; INVESTMENT RELATED; TAMPA,FL; 50% OWNERSHIP; START DATE 11/1/2010; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; OWNER OF FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-21 |
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