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

Aug 26, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S63

First exam

Aug 26, 2011

First registration

Oct 17, 2019

Dual registered

yes, broker-dealer

Other names

LAUREN THOMPSON|LAUREN MARIE THOMPSON|LAUREN THOMPSON MORAN

IAPD individual key

5694972

• Occurred

  Dec 31, 2025
  Advisor changed firm

  Lauren Moran left William Blair & Company L.L.C. for Wells Fargo Advisors (registered 2026-07-28)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:33995714-8576-941f-ef14-ecb3d913fef6

First observed

Oct 17, 2019

Last observed

Sep 14, 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.