Financial advisor
Mark J. Elliott
Now at Wells Fargo FiNet · Palm Beach Gardens, FL
Registered as MARK JAMES ELLIOTT
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Mark J. Elliott, Scott R. Friedman, Darren A. Dawson, John A. Kent, John Henry Kent | Truist Wealth | Wells Fargo FiNet | Breakaway | July 2, 2026 | $1.0B |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| WELLS FARGO ADVISORS | Investment adviser | July 1, 2026 | Current |
| WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | Broker-dealer | July 1, 2026 | Current |
| TRUIST ADVISORY SERVICES, INC. | Investment adviser | November 1, 2016 | July 2, 2026 |
| SUNTRUST INVESTMENT SERVICES, INC. | Investment adviser | April 21, 2016 | December 31, 2016 |
| TRUIST INVESTMENT SERVICES, INC. | Broker-dealer | April 15, 2016 | July 2, 2026 |
| WELLS FARGO ADVISORS, LLC | Investment adviser | October 1, 2000 | April 20, 2016 |
| WELLS FARGO ADVISORS, LLC | Broker-dealer | October 1, 2000 | April 20, 2016 |
| FIRST UNION BROKERAGE SERVICES, INC. | Broker-dealer | January 15, 1994 | October 1, 2000 |
| NATIONSSECURITIES | Broker-dealer | June 7, 1993 | January 1, 1994 |
| NATIONSBANC SECURITIES, INC. | Broker-dealer | March 18, 1993 | June 7, 1993 |
| EDEN FINANCIAL SERVICES, INC. | Broker-dealer | July 5, 1990 | March 6, 1991 |
| GREAT WESTERN FINANCIAL SECURITIES CORPORATION | Broker-dealer | July 19, 1989 | March 19, 1993 |
| BARNETT BROKERAGE SERVICE, INC. | Broker-dealer | March 3, 1989 | July 22, 1989 |
| BARNETT BOND SERVICE, INC. | Broker-dealer | July 9, 1988 | April 15, 1989 |
| PAMCO SECURITIES AND INSURANCE SERVICES | Broker-dealer | January 31, 1987 | June 16, 1988 |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Broker-dealer | February 27, 1985 | February 19, 1987 |
| E. F. HUTTON & COMPANY INC | Broker-dealer | January 25, 1983 | January 7, 1985 |
| BLINDER, ROBINSON & CO.,INC. | Broker-dealer | January 28, 1982 | January 11, 1983 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.