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Reading the graph
Advisor at &PARTNERS
Clayton, MO | Jackson, MI
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 | Aug 2, 2024 | n/a | yes | Clayton, MO|Jackson, MI | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Mar 15, 2019 | Aug 13, 2024 | no | JACKSON, MI | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jul 11, 2011 | Mar 15, 2019 | no | JACKSON, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | &partners | Aug 13, 2024 | Aug 2, 2024 | -11 | Firm change | Wirehouse to RIA |
| WELLS FARGO ADVISORS | WELLS FARGO ADVISORS | Mar 15, 2019 | Mar 15, 2019 | 0 | Channel change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 11025:3767:MI:2024-08-12 | Aug 13, 2024 | Aug 2, 2024 | JACKSON, MI | Firm change |
| 19616:11025:MI:2019-03-15 | Mar 15, 2019 | Mar 15, 2019 | JACKSON, MI | Firm change |