David Franklin Edwards
Also appears in the source record as: David Edwards
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (6)
- SIESeries 7Series 9Series 10Series 65Series 63
- Registered states (3)
- District Of Columbia · Maryland · Virginia
- Years in the industry (source record)
- 33
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- Wells Fargo Advisors
- Firm CRD
- 19616
- SEC number
- 801-37967
- Assets under management
- $671.4B as of Jun 23, 2026
- Website
- www.twitter.com/WFINVESTING ↗
- Phone
- 314-875-3000
- Firm location
- St. Louis, MO, 63103-2205
Employment history (14)
From the source registration record · current first
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start not retrieved → present
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start not retrieved → present
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start not retrieved → present
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Eagle Strategies LLCBethesda, MD · IA capacityOct 3, 2024 → May 5, 2025
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Nylife Securities LLCBethesda, MD · BC capacityDec 19, 2023 → May 5, 2025
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Morgan StanleyMclean, VA · IA capacityJun 10, 2019 → Dec 19, 2022
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Morgan StanleyMclean, VA · BC capacityJun 10, 2019 → Dec 19, 2022
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Charles Schwab & Co., Inc.Arlington, VA · IA capacityOct 18, 2016 → Jun 11, 2019
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Charles Schwab & Co., Inc.Arlington, VA · BC capacityOct 18, 2016 → Jun 11, 2019
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Raymond James Financial Services Advisors, IncReston, VA · IA capacityAug 11, 2015 → Aug 17, 2016
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Raymond James Financial Services, Inc.Reston, VA · BC capacityAug 3, 2015 → Aug 17, 2016
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Ameriprise Financial Services, Inc.Fairfax, VA · IA capacityApr 29, 1992 → May 18, 2015
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Ameriprise Financial Services, Inc.Fairfax, VA · BC capacityFeb 25, 1992 → May 18, 2015
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Ids Life Insurance CompanyMinneapolis, MN · BC capacityFeb 25, 1992 → Jul 3, 2006
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.