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.

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

Jan 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66

First exam

May 13, 2016

First registration

May 17, 2016

Dual registered

yes, broker-dealer

Other names

TROY HOLTEY|TROY WILLIAM HOLTEY

IAPD individual key

6598337

• Occurred

  Apr 8, 2025
  Advisor changed firm

  Troy Holtey left Wells Fargo Advisors for Lpl Financial Llc (registered 2024-06-04)

  Form ADVobserved 5 days ago
• Occurred

  Jun 12, 2024
  Advisor changed firm

  Troy Holtey left Lpl Financial Llc for Wells Fargo Advisors (registered 2025-04-15)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:28226eac-3e44-8801-8d55-82ed76d3a7c5

First observed

May 17, 2016

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.