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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2022-09-12 |
| TX | RA | APPROVED | 2022-09-12 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Woodbury | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Woodbury | NY | 11/2016 | 09/2022 |
| Wells Fargo Advisors Financial Network, Llc | Melville | NY | 09/2022 | Present |
LYNCH BELLMAR INVESTMENTS LLC, INV RELATED, MELVILLE, NY, 50% OWNERSHIP, START 8/1/2022, 40 HOURS PER MONTH, 8 HOURS DURING TRADING, FINET PRACTICE.; CO-TRUSTEE FOR LYNCH BELLMAR INVESTMENTS LLC PSP, INV RELATED, MELVILLE, NY, START: 1/1/2023, 1 HR/MONTH, 0 HRS DURING TRADING, FINET PRACTICE PSP.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1985-09-20 |
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