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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 | 2021-04-22 |
| TX | RA | APPROVED | 2021-04-21 |
Branch Locations
5700 North Highway Us1 Ste 200, Melbourne, FL 32940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Melbourne | FL | 09/1986 | 04/2021 |
| Bank Of America, N.A. | Melbourne | FL | 11/2015 | 04/2021 |
| Wells Fargo Advisors Financial Network, Llc | Melbourne | FL | 04/2021 | Present |
GOF PARTNERS, LLC, INVT RELATED, MELBOURNE, FL, 20% OWNERSHIP, START DATE 3/1/2021, 1 HR PER MONTH, 0 HRS DURING TRADING, FOR FINET PRACTICE. JO-KAY LEE WEALTH MANAGEMENT, LLC; INVT RELATED; MELBOURNE, FL; 100% OWNERSHIP; START DATE 3/1/2021; 1 HR PER MONTH; 0 HRS DURING TRADING; LLC FOR FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-29 |
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