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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2019-01-23 |
| TX | RA | APPROVED_RES | 2019-01-23 |
Branch Locations
One N Jefferson Ave, St. Louis, MO 63103 • United States
1525 West Wt Harris Blvd Bldg 3, 3Rd & 5Th Fls, Charlotte, NC 28262 • United States
Indian Trail, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Charlotte | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 11/2018 |
| Wells Fargo Advisors Financial Network, Llc | Charlotte | NC | 11/2018 | Present |
RE-INVENT FITNESS, NOT INV RELATED, MATTHEWS, NC, HEAD OF OPERATIONS YOGA INSTRUCTOR, START 12/19/2022, 35 HOURS PER MONTH, ZERO HOURS DURING TRADING, FITNESS INSTRUCTIONS AND FRONT DESK MANAGEMENT OF GYM OPERATIONS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-26 |
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