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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-18 |
Branch Locations
2385 Nw Executive Center Dr Ste 260 [Satellite], Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Boca Raton | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boca Raton | FL | 11/2016 | 11/2023 |
| Wells Fargo Advisors Financial Network, Llc | Boca Raton | FL | 11/2023 | Present |
FRESH GIRLS LLC; NOT INV RELATED, BOCA RATON, FL, 50% OWNERSHIP, START 10/05/2020, 5 HOURS PER MONTH, 0 HOURS DURING TRADING, SALES AND MARKETING OF TOXIN FREE SKINCARE. SISTERHOOD OF TEMPLE BETH EL: NOT INV RELATED; BOCA RATON, FL; START 06/01/2024; 4 HOURS PER MONTH; 0 HOURS DURING TRADING; TRACK BUDGETS FOR THE ORGANIZATIONS EVENTS THROUGHOUT THE YEAR,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-21 |
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