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Detailed Report
SHALANE LIANE BOHLE
SHALANE LIANE SHANEFELT, SHALANE SHANEFELT
CRD#: 5299163
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 5 PARK PLZ 19TH FL
[SUPPORT CENTER]
IRVINE, CA 92614
Registration History
20082010201220142016201820202022202420262 FIRMS2008 - 2009 (1 year)2 FIRMS2009 - 2010 (1 year)2 FIRMS2010 - 2018 (8 years)2 FIRMS2018 - Present (6 years)
License(s)

State Registrations

B
Alaska 3/30/2023
B
Nevada 3/1/2019
B
Arizona 6/29/2018
B
New Mexico 6/29/2018
B
California 6/29/2018
B
New York 6/29/2018
IA
California 6/29/2018
B
North Carolina 3/30/2023
B
Colorado 6/29/2018
B
Ohio 4/21/2020
B
Connecticut 6/29/2018
B
Oregon 3/5/2020
B
Florida 6/29/2018
B
Pennsylvania 10/18/2022
B
Georgia 3/30/2023
B
South Carolina 3/30/2023
B
Hawaii 6/29/2018
B
South Dakota 4/6/2023
B
Idaho 1/7/2020
B
Tennessee 9/2/2022
B
Indiana 7/17/2019
B
Texas 5/7/2019
B
Iowa 4/17/2024
IA
Texas 5/7/2019
B
Kentucky 3/9/2020
B
Utah 10/28/2021
B
Maryland 3/19/2025
B
Virginia 1/4/2021
B
Massachusetts 3/16/2021
B
Washington 6/29/2018
B
Michigan 6/13/2023
B
Wisconsin 6/29/2018
B
Minnesota 10/18/2022
B
Wyoming 3/30/2023
B
Missouri 6/29/2018

SRO Registrations

B
 Cboe Exchange, Inc.
B
 FINRA
B
 NYSE American LLC
B
 Nasdaq PHLX LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
WELLS FARGO ADVISORS (CRD#:19616)
5 PARK PLZ 19TH FL [SUPPORT CENTER], IRVINE, CA 92614
Registered with this firm since 6/29/2018
B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
5 PARK PLZ 19TH FL [SUPPORT CENTER], IRVINE, CA 92614
Registered with this firm since 6/29/2018
Previous Registration(s)
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IA
 06/08/2010 - 06/29/2018 U.S. BANCORP INVESTMENTS, INC. (CRD#:17868) NEWPORT BEACH, CA
B
 06/03/2010 - 06/29/2018 U.S. BANCORP INVESTMENTS, INC. (CRD#:17868) NEWPORT BEACH, CA
IA
 05/02/2009 - 06/02/2010 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) MISSION VIEJO, CA
B
 05/02/2009 - 06/02/2010 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) MISSION VIEJO, CA
IA
 08/14/2008 - 05/02/2009 WAMU INVESTMENTS, INC. (CRD#:599) LAGUNA HILLS, CA
B
 03/12/2008 - 05/02/2009 WAMU INVESTMENTS, INC. (CRD#:599) LAGUNA HILLS, CA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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.