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Reading the graph
Advisor at &PARTNERS
Winston Salem, NC | Clayton, MO
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 |
|---|---|---|---|---|---|---|
| &partners | Independent wealth | Apr 3, 2025 | n/a | yes | Clayton, MO|Winston Salem, NC | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Oct 11, 2022 | Apr 17, 2025 | no | WINSTON-SALEM, NC | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jun 9, 2015 | Oct 11, 2022 | no | WINSTON SALEM, NC|WINSTON SALEM, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | &partners | Apr 17, 2025 | Apr 3, 2025 | -14 | Firm change | Wirehouse to RIA |
| WELLS FARGO ADVISORS | WELLS FARGO ADVISORS | Oct 11, 2022 | Oct 11, 2022 | 0 | Channel change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 11025:3767:NC:2025-04-17 | Apr 17, 2025 | Apr 3, 2025 | WINSTONSALEM, NC | Firm change |
| 19616:11025:NC:2022-10-07 | Oct 11, 2022 | Oct 11, 2022 | WINSTON SALEM, NC | Firm change |