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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-27 |
| TX | RA | APPROVED_RES | 2018-09-21 |
| NJ | RA | APPROVED | 2009-04-20 |
Branch Locations
630 Johnson Ave Suite 103, Bohemia, NY 11716 • 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 |
|---|---|---|---|---|
| Wachovia Securities Financial Network, Llc | Hauppauge | NY | 04/2009 | Present |
PREMIER WEALTH MANAGEMENT LLC; INV. RELATED; BOHEMIA, NY; 33.3% OWNERSHIP; START DATE: 4/2019. RENTAL PROPERTY, INVT RELATED, THE VILLAGES, FL, 50% OWNERSHIP WITH SPOUSE, PARTIAL OWNER OF RENTAL PROPERTY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-05 |
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