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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 | 2024-04-15 |
| TX | RA | APPROVED | 2024-04-12 |
Branch Locations
2 Transam Plaza Dr Ste 290, Oakbrook Terrace, IL 60181 • United States
13577 Feather Sound Dr Ste 560 [Satellite], Clearwater, FL 33762 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Sun City | FL | 11/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Sun City | FL | 11/2016 | 04/2024 |
| Wells Fargo Advisors Financial Network, Llc | Clearwater | FL | 04/2024 | Present |
LOGAN & MARLEY WEALTH ADVISORS, LLC - 50% ; INV RELATED;CLEARWATER,FL; FINANCIAL SERVICES;50% OWNERSHIP; START DATE: 04/15/2024; 10 HRS PER MONTH; 10 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-03 |
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