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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 | 2023-03-06 |
| TX | RA | APPROVED_RES | 2023-03-06 |
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Doylestown | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Doylestown | PA | 11/2016 | 03/2023 |
| Wells Fargo Advisors Financial Network, Llc | Doylestown | PA | 03/2023 | Present |
POWER OF ATTORNEY FOR MOTHER, INV RELATED, LANSDALE, PA, START: 3/15/2023, 3 HOURS A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-07 |
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