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Advisor at NATIONS FINANCIAL GROUP, INC.
CEDAR RAPIDS, IA | Berwyn, PA
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 |
|---|---|---|---|---|---|---|
| NATIONS FINANCIAL GROUP, INC. | Independent wealth | Oct 2, 2025 | n/a | yes | CEDAR RAPIDS, IA|Berwyn, PA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Oct 21, 2016 | Oct 10, 2025 | no | BERWYN, PA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Nov 25, 2003 | Oct 21, 2016 | no | CHESTERBROOK, PA|BERWYN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | NATIONS FINANCIAL GROUP, INC. | Oct 10, 2025 | Oct 2, 2025 | -8 | Firm change | Wirehouse to RIA |
| WELLS FARGO ADVISORS | WELLS FARGO ADVISORS | Oct 21, 2016 | Oct 21, 2016 | 0 | Channel change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 11025:44181:PA:2025-10-10 | Oct 10, 2025 | Oct 2, 2025 | BERWYN, PA | Firm change |
| 19616:11025:PA:2016-10-21 | Oct 21, 2016 | Oct 21, 2016 | BERWYN, PA | Firm change |