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Advisor at WEDBUSH SECURITIES INC.
RADNOR, PA | Middleburg, VA
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 |
|---|---|---|---|---|---|---|
| WEDBUSH SECURITIES INC. | Bd affiliated wealth | Mar 25, 2025 | n/a | yes | Middleburg, VA|RADNOR, PA | Current employment |
| MORGAN STANLEY | Wirehouse | Jun 29, 2010 | Apr 7, 2025 | no | ALEXANDRIA, VA|Alexandria, VA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 4, 2008 | Apr 9, 2010 | no | TYSONS CORNER, VA | Previous registration |
| EDWARD JONES | National bd RIA | Jan 10, 2008 | Jan 28, 2008 | no | MARYVILLE, TN | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Feb 21, 2006 | Jan 24, 2008 | no | ALEXANDRIA, VA|NEW YORK, NY|ALEXANDRIA, VA | Previous registration |
| LEGG MASON WOOD WALKER, INCORPORATED | n/a | Aug 6, 2001 | Feb 21, 2006 | no | ALEXANDRIA, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | WEDBUSH SECURITIES INC. | Apr 7, 2025 | Mar 25, 2025 | -13 | Firm change | Wirehouse to ibd |
| STRATEGIC ADVISERS LLC | MORGAN STANLEY | Apr 9, 2010 | Jun 29, 2010 | 81 | Firm change | Ibd to wirehouse |
| EDWARD JONES | STRATEGIC ADVISERS LLC | Jan 28, 2008 | Mar 4, 2008 | 36 | Firm change | Ibd to ibd |
| CITIGROUP GLOBAL MARKETS INC. | EDWARD JONES | Jan 24, 2008 | Jan 10, 2008 | -14 | Firm change | Other |
| LEGG MASON WOOD WALKER, INCORPORATED | CITIGROUP GLOBAL MARKETS INC. | Feb 21, 2006 | Feb 21, 2006 | 0 | Bulk transfer | Other |