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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2023-03-03 |
| TX | RA | APPROVED | 2023-03-03 |
Branch Locations
2005 South Easton Rd. Suite 204, Doylestown, PA 18901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayne | PA | 08/2015 | 01/2017 |
| Unemployed | Chalfont | PA | 02/2017 | 06/2017 |
| Citizens Securities, Inc. | Plymouth Meeting | PA | 06/2017 | 11/2017 |
| Wells Fargo Clearing Services Llc | Doylestown | PA | 11/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-16 |
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