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

Mar 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

2

Registered states

3

Exams

S66|S63

First exam

Sep 14, 2015

First registration

Jul 7, 2017

Dual registered

yes, broker-dealer

Other names

C. DANIEL HAISLEY|CLAYTON HAISLEY

IAPD individual key

6469366

• Occurred

  Apr 12, 2025
  Advisor changed firm

  Clayton Daniel Haisley left Charles Schwab & Co., Inc. for Wells Fargo Advisors (registered 2025-04-02)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4a1ecbc9-0706-6a7e-61b5-30481072f37f

First observed

Jul 7, 2017

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.