Monica Yates Harrison-Church
Also appears in the source record as: Monica Yates Church; Monica Yates Harrison; Monica Harrisonchurch; Monica Lynn Jarrell; Monica Yates Wiley; Monica Lynn Yates
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (6)
- Series 99TOSIESeries 7Series 10Series 9Series 66
- Registered states (39)
- Alabama · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Idaho · Illinois · Indiana · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin
- Years in the industry (source record)
- 20
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
The official record for CRD 4722051 contains one or more disclosure events as of Aug 20, 2026.
findmyFA.app does not reproduce, summarise, characterise, or interpret the content of disclosure events. A disclosure event is a category of entry in a regulatory record; it is not, by itself, a finding of wrongdoing. Read the events in full on the official systems:
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 (18)
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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start not retrieved → present
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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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Morgan StanleyCharleston, WV · IA capacityJun 1, 2009 → Jul 29, 2014
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Morgan StanleyCharleston, WV · BC capacityJun 1, 2009 → Jul 29, 2014
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Citigroup Global Markets Inc.Huntington, WV · IA capacityAug 16, 2007 → Jun 1, 2009
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Citigroup Global Markets Inc.Huntington, WV · BC capacityAug 13, 2007 → Jun 1, 2009
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Bb&t Investment Services, Inc.Huntington, WV · IA capacityJun 13, 2007 → Aug 2, 2007
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Bb&t Investment Services, Inc.Huntington, WV · BC capacityJun 12, 2007 → Aug 2, 2007
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Chase Investment Services Corp.Charleston, WV · IA capacityJul 5, 2006 → May 15, 2007
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Chase Investment Services Corp.Charleston, WV · BC capacityJul 3, 2006 → May 15, 2007
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Fifth Third Securities, Inc.Huntington, WV · BC capacityJan 4, 2006 → Apr 6, 2006
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A. G. Edwards & Sons, Inc.St. Louis, MO · BC capacityJul 19, 2004 → Mar 22, 2005
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Axa Advisors, LLCNew York, NY · BC capacityJun 23, 2004 → Aug 17, 2004
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.