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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 2024-11-14
NY RA APPROVED 2021-07-27
TX RA APPROVED 2011-01-10
NJ RA APPROVED 2009-04-20
  • FL RA
    APPROVED
    Since 2024-11-14
  • NY RA
    APPROVED
    Since 2021-07-27
  • TX RA
    APPROVED
    Since 2011-01-10
  • NJ RA
    APPROVED
    Since 2009-04-20

Branch Locations

Fort Myers, FL • United States

630 Johnson Ave Suite 103, Bohemia, NY 11716 • United States

1225 Franklin Ave Suite 325 Office #9 [Satellite], Garden City, NY 11530 • United States

North Bellmore, NY • 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 Hauppauge NY 05/2009 Present
Previous Registrations
  • 2006-08-08 → 2009-04-21
    Banc Of America Investment Services, Inc.
    Melville, NY
Other Businesses

PREMIER WEALTH MANAGEMENT LLC; INV. RELATED; BOHEMIA, NY; 33.3% OWNERSHIP; START DATE: 4/2019.; YOOLI SPA, LLC, NOT INV RELATED, FT. MYERS, FL, 50% OWNERSHIP, START: 9/5/2024, 1 HOUR A MONTH, 0 HOURS DURING TRADING, MASSAGE SPA.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-11-02
S63 Uniform Securities Agent State Law Examination 1983-09-14
  • S65 Uniform Investment Adviser Law Examination
    1992-11-02
  • S63 Uniform Securities Agent State Law Examination
    1983-09-14
Designations
Other Names
  • David Boliver

View on SEC IAPD

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