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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-14 |
Branch Locations
4340 Von Karman Ave Suite 101, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Newport Beach | CA | 07/2024 | Present |
| Megan Sullivan Marketing Solutions | Laguna Beach | CA | 01/2024 | 07/2024 |
| Matthews Real Estate Investment Services | Encino | CA | 06/2023 | 01/2024 |
| Unemployed - In College | Malibu | CA | 08/2022 | 06/2023 |
| Hk Organization | Brooklyn | NY | 01/2022 | 08/2022 |
| Unemployed - In College. | Malibu | CA | 08/2021 | 01/2022 |
| Pacific Property Partners | Brentwood | CA | 04/2021 | 08/2021 |
| Unemployed - In College. | Malibu | CA | 08/2019 | 04/2021 |
| The Ranch At Laguna Beach | Laguna Beach | CA | 04/2019 | 08/2019 |
| Unemployed - In High School. | Laguna Beach | CA | 08/2018 | 04/2019 |
| Horizon Education | Laguna Beach | CA | 01/2018 | 08/2018 |
| Unemployed - In High School. | Laguna Beach | CA | 08/2017 | 01/2018 |
| Anneliese Schools | Laguna Baech | CA | 05/2017 | 08/2017 |
| Unemployed - In High School. | Laguna Beach | CA | 08/2015 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-13 |
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