DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at WELLS FARGO ADVISORS
DANVILLE, CA | WALNUT CREEK, CA
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 | Jun 30, 2022 | n/a | yes | WALNUT CREEK, CA|DANVILLE, CA|DANVILLE, CA|WALNUT CREEK, CA | Current employment |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Oct 21, 2019 | Jul 1, 2022 | no | Dublin, CA|Ft Lauderdale, FL|FRESNO, CA|San Lorenzo, CA|San Francisco, CA | Previous registration |
| MORGAN STANLEY | Wirehouse | Feb 24, 2017 | Oct 15, 2019 | no | Pleasanton, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CITIGROUP GLOBAL MARKETS INC. | WELLS FARGO ADVISORS | Jul 1, 2022 | Jun 30, 2022 | -1 | Firm change | Ibd to wirehouse |
| MORGAN STANLEY | CITIGROUP GLOBAL MARKETS INC. | Oct 15, 2019 | Oct 21, 2019 | 6 | Firm change | Wirehouse to ibd |