Mishell Defelice

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

Authority	Category	Status	Date
NV	RA	APPROVED	2022-10-21

NV RA
APPROVED

Since 2022-10-21

Branch Locations

195 Us 50 Suite 312 [Satellite], Zephyr Cove, NV 89448 • United States

595 Humboldt St Ste 200, Reno, NV 89509 • 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

Organization	City	State	From	To
Morgan Stanley	Stateline	NV	05/2014	10/2022
Wells Fargo Advisors Financial Network, Llc	Long Beach	CA	10/2022	Present

05/2014 → 10/2022

Morgan Stanley

Stateline, NV
10/2022 → Present

Wells Fargo Advisors Financial Network, Llc

Long Beach, CA

Previous Registrations

2020-03-05 → 2022-10-14

Morgan Stanley

Incline Village, NV

Other Businesses

OFF THE HILL MARKETING, NOT INVT RELATED, GLENBROOK, NV, 100% OWNERSHIP, START DATE 1/1/2016, 30 HRS PER MONTH, 0 HRS DURING TRADING, MARKETING BLOG FOR SMALL BUSINESSES.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-02-25

S66 Uniform Combined State Law Examination

2020-02-25

Other Names

Mishell Lee Hart
Mishell Lee Defelice

View on SEC IAPD