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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 | 2024-03-08 |
| TX | RA | APPROVED | 2024-03-08 |
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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Raleigh | NC | 01/2023 | 03/2024 |
| Oracle | Raleigh | NC | 10/2021 | 05/2022 |
| Lenovo | Raleigh | NC | 06/2019 | 10/2021 |
| North Carolina State University | Raleigh | NC | 08/2016 | 05/2019 |
| Wells Fargo Advisors | Raleigh | NC | 01/2018 | 08/2018 |
| Unemployed | Raleigh | NC | 05/2022 | 01/2023 |
| Wells Fargo Advisors Financial Network, Llc | Winston Salem | NC | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-24 |
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