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

Apr 15, 2005earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

8derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

3

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Apr 15, 2005

First registration

Apr 21, 2011

Dual registered

yes, broker-dealer

Other names

ADRIAN IOAN OZARCHEVICI|ADRIAN IOAN OZARCHEVICI|ADRIAN IOAN OZARCHEVICI

IAPD individual key

4924830

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ba64b49a-904f-1cc2-1f68-79335a247dc1

First observed

Apr 21, 2011

Last observed

Sep 15, 2026 5 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.