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Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-10-24
TX RA APPROVED 2022-10-21
  • GA RA
    APPROVED
    Since 2022-10-24
  • TX RA
    APPROVED
    Since 2022-10-21

Branch Locations

Evans, GA • United States

1031 Parkside Commons Suite 102, Greensboro, GA 30642 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Augusta GA 03/2014 02/2018
Bank Of America, N.A. Augusta GA 06/2014 02/2018
Wells Fargo Clearing Services, Llc Greensboro GA 02/2018 10/2022
Wells Fargo Advisors Financial Network, Llc Greensboro GA 10/2022 Present
Previous Registrations
Other Businesses

THE WARE FINANCIAL GROUP, LLC, INV RELATED, GREENSBORO, GA, 50% OWNERSHIP, START 10/24/2022, 160 HRS PER MONTH, 160 HRS DURING TRADING, FINET PRACTICE.| KP PROPERTIES OCONEE, LLC; INV RELATED; GREENBORO, GA; REAL ESTATE; 50% OWNERSHIP; START DATE 03/14/2025; 2 HOURS PER MONTH; 2 HOURS DURING TRADING| RENTAL PROPERTY; INV RELATED; GREENSBORO, GA; 50% OWNERSHIP; START DATE 03/17/2025; 2 HOURS PER MONTH; 2 HOURS DURING TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-08-30
  • S66 Uniform Combined State Law Examination
    2013-08-30
Other Names
  • Kyle T Ware
  • Kyle Thomas Ware

View on SEC IAPD

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