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Advisor at WELLS FARGO ADVISORS
CHARLESTON, SC | GREENVILLE, SC | PISGAH FOREST, NC
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 |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | Wirehouse | Aug 4, 2023 | n/a | yes | CHARLESTON, SC|GREENVILLE, SC|PISGAH FOREST, NC | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Oct 19, 2007 | Aug 4, 2023 | no | TALLAHASSEE, FL|JACKSONVILLE, FL|PENSACOLA, FL|TALLAHASSEE, FL|JACKSONVILLE, FL|TALLAHASSEE, FL|PONTE VEDRA BEACH, FL|TALLAHASSEE, FL | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Apr 2, 2007 | Oct 19, 2007 | no | TALLAHASSEE, FL | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Nov 27, 2001 | Apr 2, 2007 | no | TALLAHASSEE, FL|TALLAHASSEE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | WELLS FARGO ADVISORS | Aug 4, 2023 | Aug 4, 2023 | 0 | Channel change | Wirehouse to wirehouse |
| MORGAN STANLEY & CO. LLC | WELLS FARGO ADVISORS | Oct 19, 2007 | Oct 19, 2007 | 0 | Firm change | Other |
| MORGAN STANLEY DW INC. | MORGAN STANLEY & CO. LLC | Apr 2, 2007 | Apr 2, 2007 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:11025:FL:2023-07-05 | Aug 4, 2023 | Aug 4, 2023 | TALLAHASSEE, FL | Firm change |