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RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

MELISSA ANN BARNES

Advisor at WELLS FARGO ADVISORS

BOCA RATON, FL | STUART, FL

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jun 7, 2004 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Jul 1, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Jul 1, 1998
First registration: Jun 7, 2004
Dual registered: yes, broker-dealer
Other names: MELISSA BARNES|MELISSA ANN ROSENFELDER|MELISSA ANN KELSO
IAPD individual key: 3059521

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WELLS FARGO ADVISORS	Wirehouse	Nov 9, 2018	n/a	yes	STUART, FL\|STUART, FL\|BOCA RATON, FL	Current employment
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Sep 16, 2013	Nov 20, 2018	no	STUART, FL\|PORT ST. LUCIE, FL\|PORT ST. LUCIE, FL\|PORT ST. LUCIE, FL\|STUART, FL\|PORT ST. LUCIE, FL\|PORT ST. LUCIE, FL\|PORT ST. LUCIE, FL\|PORT ST. LUCIE, FL	Previous registration
BB&T INVESTMENT SERVICES, INC.	Former SEC adviser	Nov 1, 2012	Aug 30, 2013	no	CHARLOTTE, NC\|TEQUESTA, FL\|JUPITER, FL	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	May 24, 2010	Oct 12, 2012	no	PALM CITY, FL\|JUPITER, FL	Previous registration
FIRST COMMAND FINANCIAL PLANNING, INC.	Former SEC adviser	Nov 21, 2008	May 5, 2010	no	INDIAN HARBOUR BEACH, FL\|PALM CITY, FL	Previous registration
COUNTRYWIDE INVESTMENT SERVICES, INC.	n/a	Jan 30, 2008	Sep 4, 2008	no	FORT LAUDERDALE, FL\|PALM BEACH GARDENS, FL	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Jun 7, 2004	Dec 11, 2006	no	STUART, FL\|STUART, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PNC WEALTH MANAGEMENT	WELLS FARGO ADVISORS	Nov 20, 2018	Nov 9, 2018	-11	Firm change	Ibd to wirehouse
BB&T INVESTMENT SERVICES, INC.	PNC WEALTH MANAGEMENT	Aug 30, 2013	Sep 16, 2013	17	Firm change	Other
LPL FINANCIAL LLC	BB&T INVESTMENT SERVICES, INC.	Oct 12, 2012	Nov 1, 2012	20	Firm change	Other
FIRST COMMAND FINANCIAL PLANNING, INC.	LPL FINANCIAL LLC	May 5, 2010	May 24, 2010	19	Firm change	Other
COUNTRYWIDE INVESTMENT SERVICES, INC.	FIRST COMMAND FINANCIAL PLANNING, INC.	Sep 4, 2008	Nov 21, 2008	78	Firm change	Other
A. G. EDWARDS & SONS, INC.	COUNTRYWIDE INVESTMENT SERVICES, INC.	Dec 11, 2006	Jan 30, 2008	415	Firm change after gap	Other

Relationships

Registered with (7)

→ WELLS FARGO ADVISORSRegistered adviserregistration: current employment
Nov 9, 2018 to presentfactForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Sep 16, 2013 to Nov 20, 2018factForm ADV
→ BB&T INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Nov 1, 2012 to Aug 30, 2013factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 24, 2010 to Oct 12, 2012factForm ADV
→ FIRST COMMAND FINANCIAL PLANNING, INC.Registered adviserregistration: previous registration
Nov 21, 2008 to May 5, 2010factForm ADV
→ COUNTRYWIDE INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jan 30, 2008 to Sep 4, 2008factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Jun 7, 2004 to Dec 11, 2006factForm ADV

Dated events

No dated event names this entity yet.