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 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

1

Exams

S66

First exam

Nov 2, 2023

First registration

Nov 6, 2023

Dual registered

yes, broker-dealer

Other names

Brian Wilson

IAPD individual key

7727021

• Occurred

  Aug 20, 2024
  Advisor changed firm

  Brian Baer left Thrivent Investment Management Inc. for Wells Fargo Advisors (registered 2025-07-23)

  Form ADVobserved 5 days ago
• Occurred

  Jan 5, 2024
  Advisor changed firm

  Brian Baer left Equitable Advisors, Llc for Thrivent Investment Management Inc. (registered 2024-05-07)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8b8f20c4-0163-3d0f-917f-283afb44de83

First observed

Nov 6, 2023

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.