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

Nov 20, 1996earliest registration or exam on IAPD

Years in industry

29derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Nov 20, 1996

First registration

May 30, 2014

Dual registered

no

Other names

DAN MEEHAN|DANIEL FRANCIS MEEHAN

IAPD individual key

2780908

• Occurred

  Mar 23, 2022
  Advisor changed firm

  Daniel F Meehan left Wells Fargo Advisors for Wells Fargo Investment Institute, Inc. (registered 2023-05-16)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:669327ac-3ca4-b070-7417-38ced5fffbcf

First observed

May 30, 2014

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.