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 INVESTMENT INSTITUTE, INC.

Current firm class

bank affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2004earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S66

First exam

Jan 31, 2022

First registration

Mar 27, 2017

Dual registered

no

IAPD individual key

4702344

• Occurred

  May 6, 2026
  Advisor changed firm

  Elizabeth Ann Skettino left Cullinan Associates, Inc. for Wells Fargo Investment Institute, Inc. (registered 2026-05-08)

  Form ADVobserved 6 days ago
• Occurred

  Jul 26, 2024
  Advisor changed firm

  Elizabeth Ann Skettino left J.P. Morgan Securities Llc for Cullinan Associates, Inc. (registered 2024-10-16)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5220e235-ad61-5101-33e7-bbdb32370203

First observed

Mar 27, 2017

Last observed

Sep 14, 2026 7 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.