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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-26 |
| TX | RA | APPROVED_RES | 2023-06-09 |
Branch Locations
8501 North Scottsdale Rd Ste 150, Scottsdale, AZ 85253 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Denver | CO | 07/2013 | 06/2023 |
| Wells Fargo Advisors Financial Network, Llc | Grrenwood Village | CO | 06/2023 | Present |
MOREY PERLMUTTER SOLE PROPRIETORSHIP; INV RELATED; FINET PRACTICE; 100% OWNERSHIP; START DATE 06/09/2023; 3 HOURS PER MONTH; 3 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-22 |
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