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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 | 2021-11-10 |
| MD | RA | APPROVED | 2021-04-12 |
Branch Locations
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
225 Schilling Circle Suite 100 [Satellite], Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Hunt Valley | MD | 11/2010 | 04/2021 |
| Wells Fargo Advisors Financial Network, Llc | Bethesda | MD | 04/2021 | Present |
TRUSTEE FOR FATHER'S TRUST, INV RELATED, PERRY HALL, MD, START: 2/10/2022, 5 HRS/MONTH, LESS THAN 1 HR DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-20 |
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