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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

RAZAN GHATANI

Advisor at WELLS FARGO ADVISORS

CHARLOTTE, NC

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Search this name across graphsid dfx:ria:0731dec5-3e46-1ce8-72b7-7975adf5dba5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 11, 2020 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WELLS FARGO ADVISORS
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Apr 15, 2019
First registration: Mar 11, 2020
Dual registered: yes, broker-dealer
Other names: Razan I Freitekh
IAPD individual key: 7041179

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WELLS FARGO ADVISORS	Wirehouse	Oct 25, 2022	n/a	yes	CHARLOTTE, NC\|CHARLOTTE, NC	Current employment
ALLY INVEST ADVISORS	Independent wealth	Oct 12, 2021	Oct 12, 2022	no	Indian Land, SC\|CHARLOTTE, NC\|Fort Mill, SC	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 6, 2020	Jun 9, 2021	no	Charlotte, NC\|Rock Hill, SC\|Rock Hill, SC	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Mar 11, 2020	Sep 1, 2020	no	CHARLOTTE, NC\|FORT MILL, SC\|CHARLOTTE, NC\|ST. LOUIS, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ALLY INVEST ADVISORS	WELLS FARGO ADVISORS	Oct 12, 2022	Oct 25, 2022	13	Firm change	RIA to wirehouse
J.P. MORGAN SECURITIES LLC	ALLY INVEST ADVISORS	Jun 9, 2021	Oct 12, 2021	125	Firm change	Wirehouse to RIA
WELLS FARGO ADVISORS	J.P. MORGAN SECURITIES LLC	Sep 1, 2020	Oct 6, 2020	35	Firm change	Wirehouse to wirehouse

Relationships

Registered with (3)

→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Mar 11, 2020 to Sep 1, 2020factForm ADV
→ ALLY INVEST ADVISORSRegistered adviserregistration: previous registration
Oct 12, 2021 to Oct 12, 2022factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 6, 2020 to Jun 9, 2021factForm ADV

Dated events

Occurred
Oct 12, 2022
Advisor changed firm
Razan Ghatani left Ally Invest Advisors for Wells Fargo Advisors (registered 2022-10-25)
Form ADVobserved 6 days ago