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Advisor at WELLS FARGO ADVISORS
KENNETT SQUARE, PA | PHILADELPHIA, 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 |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | Wirehouse | Nov 13, 2025 | n/a | yes | PHILADELPHIA, PA|KENNETT SQUARE, PA | Current employment |
| KEY INVESTMENT SERVICES LLC | Bd affiliated wealth | Jan 4, 2023 | Nov 14, 2025 | no | Frazer, PA|BROOKLYN, OH|Exton, PA | Previous registration |
| SANTANDER SECURITIES | Bd affiliated wealth | Dec 19, 2017 | Jan 3, 2023 | no | WYOMISSING, PA|WYOMISSING, PA|WYOMISSING, PA|Harrisburg, PA|OLEY, PA|Kutztown, PA|Shillington, PA|Reading, PA|Laureldale, PA|BOYERTOWN, PA|Douglassville, PA|Reading, PA|Pottstown, PA|Villanova, PA|READING, PA|Conshohocken, PA|Conshohocken, PA | Previous registration |
| KISTLER-TIFFANY ADVISORS | Former SEC adviser | Jan 14, 2013 | Dec 13, 2017 | no | BERWYN, PA | Previous registration |
| EDWARD JONES | National bd RIA | Feb 7, 2011 | Jan 10, 2013 | no | ST LOUIS, MO|PHOENIXVILLE, PA|LIMERICK, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KEY INVESTMENT SERVICES LLC | WELLS FARGO ADVISORS | Nov 14, 2025 | Nov 13, 2025 | -1 | Firm change | Ibd to wirehouse |
| SANTANDER SECURITIES | KEY INVESTMENT SERVICES LLC | Jan 3, 2023 | Jan 4, 2023 | 1 | Firm change | Ibd to ibd |
| KISTLER-TIFFANY ADVISORS | SANTANDER SECURITIES | Dec 13, 2017 | Dec 19, 2017 | 6 | Firm change | Other |
| EDWARD JONES | KISTLER-TIFFANY ADVISORS | Jan 10, 2013 | Jan 14, 2013 | 4 | Firm change | Other |