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Data Factory
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Reading the graph
Advisor at &PARTNERS
Clayton, MO | Florham Park, NJ
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 | Nov 4, 2025 | n/a | yes | Clayton, MO|Florham Park, NJ | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Nov 28, 2017 | Nov 12, 2025 | no | FLORHAM PARK, NJ|FLORHAM PARK, NJ | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 27, 2016 | Nov 30, 2017 | no | FLORHAM PARK, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | &partners | Nov 12, 2025 | Nov 4, 2025 | -8 | Firm change | Wirehouse to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | WELLS FARGO ADVISORS | Nov 30, 2017 | Nov 28, 2017 | -2 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 11025:3767:NJ:2025-11-12 | Nov 12, 2025 | Nov 4, 2025 | FLORHAM PARK, NJ | Firm change |
| 7691:11025:NJ:2017-11-29 | Nov 30, 2017 | Nov 28, 2017 | FLORHAM PARK, NJ | Firm change |