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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 |
|---|---|---|---|
| MT | RA | APPROVED | 2026-03-30 |
| MD | RA | APPROVED | 2026-03-20 |
| TX | RA | APPROVED | 2026-03-20 |
Branch Locations
7600 Wisconsin Ave 100 [Satellite], Bethesda, MD 20814 • United States
1450 Twin Lakes Avenue Suite 202, Bozeman, MT 59718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Bethesda | MD | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bethesda | MD | 11/2016 | 03/2026 |
| Wells Fargo Advisors Financial Network, Llc | Bethesda | MD | 03/2026 | Present |
RENTAL PROPERTY, INV RELATED, LAKEWOOD, OH, 50% OWNER, START: 9/2013, 2 HOURS PER MONTH/0 DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-06 |
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