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Advisor at COMMONWEALTH FINANCIAL NETWORK
Mansfield, OH | Fort Myers, 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 |
|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | May 2, 2017 | n/a | yes | Fort Myers, FL|Mansfield, OH | Current employment |
| EMVISION CAPITAL ADVISORS, LLC | Independent wealth | Jan 17, 2026 | Apr 16, 2026 | no | AURORA, OH | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Oct 9, 2012 | May 2, 2017 | no | MANSFIELD, OH | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Oct 24, 2012 | no | DUBLIN, OH|Dublin, OH|Columbus, OH | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Sep 15, 2008 | Jun 1, 2009 | no | DUBLIN, OH | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 27, 2000 | Sep 15, 2008 | no | MANSFIELD, OH|MANSFIELD, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EMVISION CAPITAL ADVISORS, LLC | n/a | Apr 16, 2026 | n/a | n/a | Departure no registered destination | Departure |
| WELLS FARGO ADVISORS | COMMONWEALTH FINANCIAL NETWORK | May 2, 2017 | May 2, 2017 | 0 | Firm change | Wirehouse to ibd |
| MORGAN STANLEY | WELLS FARGO ADVISORS | Oct 24, 2012 | Oct 9, 2012 | -15 | Firm change | Wirehouse to wirehouse |
| MORGAN STANLEY & CO. LLC | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY & CO. LLC | Sep 15, 2008 | Sep 15, 2008 | 0 | Firm change | Other |