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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-23 |
| TX | RA | APPROVED | 2023-01-17 |
Branch Locations
Summerfield, FL • United States
5811 Pelican Bay Blvd Ste 600, Naples, FL 34108 • United States
110 Se 6Th Street Suite 3000 [Satellite], Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Aventura | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Aventura | FL | 11/2016 | 01/2023 |
| Wells Fargo Advisors Financial Network, Llc | Naples | FL | 01/2023 | Present |
SHEAR INVESTMENT GROUP INC., INV RELATED, PARKLAND, FL, 100% OWNERSHIP, START 10/21/2022, 200 HOURS PER MONTH, 6.5 HOURS DURING TRADING, FINET PRACTICE.; TRUSTEE FOR SHEAR INVESTMENT GROUP 401K, INV RELATED, PARKLAND, FL, START: 3/1/2023, 8 HOURS A MONTH, 0 HOURS DURING TRADING, FINET PRACTICE 401K.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-03 |
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