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Advisor at WELLS FARGO ADVISORS
MILWAUKEE, WI | PORTAGE, 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 |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | Wirehouse | Apr 10, 2026 | n/a | yes | MILWAUKEE, WI|PORTAGE, MI | Current employment |
| ALPHASTAR CAPITAL MANAGEMENT | Independent wealth | Sep 3, 2025 | Oct 6, 2025 | no | Mooresville, NC|CORNELIUS, NC | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Feb 10, 2025 | Aug 26, 2025 | no | W Roxbury, MA|WARWICK, RI|St Cloud, FL|MILFORD, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALPHASTAR CAPITAL MANAGEMENT | WELLS FARGO ADVISORS | Oct 6, 2025 | Apr 10, 2026 | 186 | Firm change | RIA to wirehouse |
| MML INVESTORS SERVICES, LLC | ALPHASTAR CAPITAL MANAGEMENT | Aug 26, 2025 | Sep 3, 2025 | 8 | Firm change | Ibd to RIA |