DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at WELLS FARGO ADVISORS
MYRTLE BEACH, SC | CHARLESTON, SC
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 | Oct 29, 2014 | n/a | yes | CHARLESTON, SC|MYRTLE BEACH, SC|CHARLESTON, SC | Current employment |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Oct 27, 2014 | no | SAN DIEGO, CA|LA JOLLA, CA|San Diego, CA|La Jolla, CA | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | May 18, 2004 | Jun 1, 2009 | no | SAN DIEGO, CA|SAN DIEGO, CA|SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | WELLS FARGO ADVISORS | Oct 27, 2014 | Oct 29, 2014 | 2 | Firm change | Wirehouse to wirehouse |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |