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Reading the graph
Advisor at &PARTNERS
Charlotte, 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 | Jan 10, 2025 | n/a | yes | Charlotte, NC|Clayton, MO | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jan 22, 2002 | Jan 15, 2025 | no | CHARLOTTE, NC|CHARLOTTE, NC|CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | &partners | Jan 15, 2025 | Jan 10, 2025 | -5 | Firm change | Wirehouse to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:3767:NC:2025-01-15 | Jan 15, 2025 | Jan 10, 2025 | CHARLOTTE, NC | Firm change |