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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)45 years in industry

ALLEN PHELPS LOVEJOY

Advisor at WELLS FARGO ADVISORS

GREENWICH, CT

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 5, 1991 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WELLS FARGO ADVISORS
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 22, 1981earliest registration or exam on IAPD
Years in industry: 45derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Analyst
Exams: S65|S63
First exam: Apr 22, 1981
First registration: Jun 5, 1991
Dual registered: yes, broker-dealer
IAPD individual key: 707199

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WELLS FARGO ADVISORS	Wirehouse	Jul 11, 2022	n/a	yes	GREENWICH, CT	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 30, 2011	Jul 9, 2022	no	WHITE PLAINS, NY\|GREENWICH, CT	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Jun 30, 2011	no	STAMFORD, CT\|Stamford, CT	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jun 5, 1991	Jun 1, 2009	no	STAMFORD, CT\|STAMFORD, CT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WELLS FARGO ADVISORS	Jul 9, 2022	Jul 11, 2022	2	Firm change	Wirehouse to wirehouse
MORGAN STANLEY	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jun 30, 2011	Jun 30, 2011	0	Firm change	Wirehouse to wirehouse
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Relationships

Registered with (4)

→ WELLS FARGO ADVISORSRegistered adviserregistration: current employment
Jul 11, 2022 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jun 30, 2011 to Jul 9, 2022factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Jun 30, 2011factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jun 5, 1991 to Jun 1, 2009factForm ADV

Dated events

Occurred
Jul 9, 2022
Advisor changed firm
Allen Phelps Lovejoy left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Wells Fargo Advisors (registered 2022-07-11)
Form ADVobserved 4 days ago