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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-01-10 |
| CA | RA | APPROVED | 2013-11-12 |
Branch Locations
300 Montgomery St Ste 1104, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | San Francisco | CA | 11/2013 | Present |
KEVIN M FURLONG INVESTMENT MANAGEMENT LLC, INVT RELATED, SAN FRANCISCO, CA, 100% OWNERSHIP, START DATE 1/1/2014, 160 HRS PER MONTH, 160 HRS DURING TRADING, FINET PRACTICE.; TRUSTEE FOR KEVIN M FURLONG INVESTMENT MANAGEMENT LLC DBP, INV RELATED, SAN FRANCISCO, CA, START: 12/1/2019, 1 HR/MONTH, 1 HR DURING TRADING, FINET PRACTICE DBP.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-11-02 |
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