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Advisor at WELLS FARGO ADVISORS
BARRINGTON, IL | ST. LOUIS, 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 |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | Wirehouse | Jun 26, 2026 | n/a | yes | BARRINGTON, IL|ST. LOUIS, MO | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jun 26, 2026 | n/a | yes | BARRINGTON, IL|ST. LOUIS, MO | Current employment |
| TOUCHSTONE ADVISORS INC | Asset manager | Mar 24, 2017 | Dec 10, 2025 | no | Bothell, WA|CINCINNATI, OH|Crystal Lake, IL | Previous registration |
| CALAMOS ADVISORS LLC | Asset manager | Dec 17, 2012 | Feb 20, 2014 | no | NAPERVILLE, IL | Previous registration |
| CALAMOS WEALTH MANAGEMENT LLC | Independent wealth | Mar 2, 2010 | Dec 12, 2012 | no | NAPERVILLE, IL | Previous registration |
| BOFA ADVISORS, LLC | Former SEC adviser | Dec 8, 2005 | Jan 27, 2010 | no | SEATTLE, WA|BOSTON, MA|CHARLOTTE, NC | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jul 26, 2004 | Nov 28, 2005 | no | GREENVILLE, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TOUCHSTONE ADVISORS INC | WELLS FARGO ADVISORS | Dec 10, 2025 | Jun 26, 2026 | 198 | Firm change | Other |
| CALAMOS ADVISORS LLC | TOUCHSTONE ADVISORS INC | Feb 20, 2014 | Mar 24, 2017 | 1,128 | Firm change after gap | Other |
| CALAMOS WEALTH MANAGEMENT LLC | CALAMOS ADVISORS LLC | Dec 12, 2012 | Dec 17, 2012 | 5 | Firm change | Other |
| BOFA ADVISORS, LLC | CALAMOS WEALTH MANAGEMENT LLC | Jan 27, 2010 | Mar 2, 2010 | 34 | Firm change | Other |
| AMERIPRISE FINANCIAL SERVICES, LLC | BOFA ADVISORS, LLC | Nov 28, 2005 | Dec 8, 2005 | 10 | Firm change | Other |