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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2024-01-05 |
Branch Locations
5885 Meadows Road Ste 125, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Portland | OR | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Portland | OR | 11/2016 | 01/2024 |
| Wells Fargo Advisors Financial Network, Llc | Lake Oswego | OR | 01/2024 | Present |
STUDIO SEVEN60, NOT INVT RELATED, WEST LINN, OR, 34% OWNERSHIP, START DATE 12/1/2022, 3 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS AND REVIEW ACTIVITES FOR CREATORS AND ARTISTS. BLANCHARD EQUITY SOLUTIONS LLC; INV. RELATED; WEST LINN, OR; 100% OWNERSHIP; LLC FOR FINET PRACTICE; START DATE 7/28/2023; 1 HR PER MONTH; 1 HR DURING TRADING; DUTIES: LLC FOR FINET. STUDIO 760, INV RELATED, WEST LIN, OR, 100% OWNERSHIP, START: 1/9/24, 10 HRS PER MONTH, 0 HRS DURING TRADING, HELPING WITH NFT DESIGNS;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-02 |
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