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Reading the graph
Advisor at &PARTNERS
NASHVILLE, TN | West Palm Beach, FL | WELLESLEY, MA | Clayton, MO | BOSTON, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| &partners | Independent wealth | Sep 6, 2024 | n/a | yes | West Palm Beach, FL|WELLESLEY, MA|Clayton, MO|BOSTON, MA|NASHVILLE, TN | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Feb 24, 2017 | Sep 11, 2024 | no | BOSTON, MA|Wellesley, MA | Previous registration |
| COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | Asset manager | Jun 1, 2015 | Feb 21, 2017 | no | BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | &partners | Sep 11, 2024 | Sep 6, 2024 | -5 | Firm change | Wirehouse to RIA |
| COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | WELLS FARGO ADVISORS | Feb 21, 2017 | Feb 24, 2017 | 3 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:3767:MA:2024-09-11 | Sep 11, 2024 | Sep 6, 2024 | WELLESLEY, MA | Firm change |