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Bethany Marelle Spurlock

Wells Fargo Advisors Financial Network, LLC

Fort Myers, FL

CRD 7602148

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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
FL RA APPROVED 2025-10-09
  • FL RA
    APPROVED
    Since 2025-10-09

Branch Locations

2205 Mcgregor Blvd, Fort Myers, FL 33901 • 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
Wells Fargo Advisors Financial Network, Llc Fort Myers FL 07/2022 Present
University Of South Florida Tampa FL 08/2018 05/2022
Cypress Lake High School Fort Myers FL 08/2014 05/2018
Other Businesses

TURNING POINTE DANCE THEATER; NOT INV RELATED;FORT MYERS,FL; DANCER; SUBSTITUTE DANCE TEACHER; START DATE: 07/01/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-26
  • S66 Uniform Combined State Law Examination
    2025-09-26
Other Names
  • Bethany Marelle Cason
  • Bethany Spurlock

View on SEC IAPD

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