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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2017-04-21 |
| TX | RA | APPROVED_RES | 2017-04-21 |
Branch Locations
300 Oxford Dr Suite 075 [Satellite], Monroeville, PA 15146 • United States
225 Seven Farms Dr Ste 300, Charleston, SC 29492 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Monroeville | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Monroeville | PA | 11/2016 | 04/2017 |
| Wells Fargo Advisors Financial Network, Llc | Monroeville | PA | 04/2017 | Present |
ECLIPSE RESOURCES, NOT INV RELATED, QUAKER CITY, OH, 100% OWNERSHIP, START: 2/1/2105, 0 HOURS, OIL AND GAS RIGHTS. BUDGET BLINDS - THREE RIVERS CONCEPTS, NOT INV RELATED, IRWIN, PA, 51% OWNER, START: 2/14/2017, 0 HOURS, NO DUTIES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-10-26 |
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