• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
STREETER HOLDEN
SUSAN STREETER GILMAN, SUSAN STREETER HOLDEN, SUSAN STREETER NELSON
CRD#: 4548918
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 11025 5801 PELICAN BAY BLVD
SUITE 103
NAPLES, FL 34108
Registration History
20022004200620082010201220142016201820202022202420262 FIRMS2023 - Present (1 year)BWELLS FARGO CLEARING SERVICES, LLC (CRD# 19616)2008 - 2023 (15 years)BA. G. EDWARDS & SONS, INC. (CRD# 4)2002 - 2008 (5 years)IAWELLS FARGO CLEARING SERVICES, LLC (CRD# 19616)2010 - 2023 (12 years)IAWACHOVIA SECURITIES, LLC (CRD# 19616)2008 - 2009 (1 year)IAA. G. EDWARDS & SONS, INC. (CRD# 4)2004 - 2008 (3 years)
License(s)

State Registrations

B
California 5/5/2023

B
New Jersey 5/5/2023

IA
California 5/5/2023

B
New York 10/17/2024

B
Colorado 5/5/2023

IA
New York 11/20/2024

B
Connecticut 5/5/2023

B
Ohio 2/16/2024

B
Florida 5/5/2023

B
Pennsylvania 5/5/2023

IA
Florida 5/8/2023

B
Rhode Island 5/5/2023

B
Illinois 1/24/2024

B
South Carolina 5/5/2023

B
Maine 5/5/2023

B
Utah 5/5/2023

B
Maryland 5/5/2023

B
Vermont 5/5/2023

B
Massachusetts 5/5/2023

B
Wisconsin 5/5/2023

B
New Hampshire 5/17/2023

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
WELLS FARGO ADVISORS (CRD#:11025)
5801 PELICAN BAY BLVD SUITE 103, NAPLES, FL 34108
1172 PARK AVENUE APT 6D [PRIMARY RESIDENCE], NEW YORK, NY 10128
Registered with this firm since 5/5/2023

B
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CRD#:11025)
5801 PELICAN BAY BLVD SUITE 103, NAPLES, FL 34108
1172 PARK AVENUE APT 6D [PRIMARY RESIDENCE], NEW YORK, NY 10128
Registered with this firm since 5/5/2023

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
10/14/2010 - 05/05/2023 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) NAPLES, FL
B
01/01/2008 - 05/05/2023 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) NAPLES, FL
IA
01/01/2008 - 02/23/2009 WACHOVIA SECURITIES, LLC (CRD#:19616) NAPLES, FL
B
08/08/2002 - 01/03/2008 A. G. EDWARDS & SONS, INC. (CRD#:4) DARTMOUTH, MA
IA
03/01/2004 - 01/01/2008 A. G. EDWARDS & SONS, INC. (CRD#:4) DARTMOUTH, MA
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.