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Advisor at PATRIOT SECURITIES LLC
JUPITER, FL
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 |
|---|---|---|---|---|---|---|
| PATRIOT SECURITIES LLC | State registered | Oct 22, 2025 | n/a | yes | JUPITER, FL | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | May 15, 2007 | Sep 8, 2015 | no | PALM BEACH GARDENS, FL | Previous registration |
| JANNEY MONTGOMERY SCOTT LLC | Bd affiliated wealth | May 18, 2005 | Jun 8, 2007 | no | NORTH PALM BEACH, FL|Palm Beach Gardens, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | PATRIOT SECURITIES LLC | Sep 8, 2015 | Oct 22, 2025 | 3,697 | Firm change after gap | Wirehouse to state RIA |
| JANNEY MONTGOMERY SCOTT LLC | WELLS FARGO ADVISORS | Jun 8, 2007 | May 15, 2007 | -24 | Firm change | Other |