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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2023-07-06 |
| TX | RA | APPROVED | 2023-07-06 |
Branch Locations
380 Knollwood St. Suite 340, Winston Salem, NC 27103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Winston Salem | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Winston Salem | NC | 11/2016 | 07/2023 |
| Wells Fargo Advisors Financial Network, Llc | Winston Salem | NC | 07/2023 | Present |
TRUSTEE FOR COUSIN, INV RELATED, WINSTON-SALEM, NC, START: 12/10/2002, 1 HOUR A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-10-13 |
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