Adviser and broker representative · Wells Fargo Advisors Financial Network, LLC
Patricia Pollock-Imbo
CRD 1307967 · Boca Raton, FL
At a glance
Patricia Pollock-Imbo is an investment adviser representative with Wells Fargo Advisors Financial Network, LLC in Boca Raton, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Patricia’s SEC record dates to 2002, about 23 years ago. Patricia is also registered as a broker representative.
Current advisory firms
- Wells Fargo Advisors Financial Network, LLCSince June 2026Boca Raton, FL · $252B in regulatory assets
- Wells Fargo Clearing Services, LLCSince November 2010Boca Raton, FL · $671B in regulatory assets
SEC adviser record
- Registered since
- 2002 (23 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Patricia’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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