DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at WELLS FARGO ADVISORS
SAN JOSE, CA | SOUTH SAN FRANCISCO, CA
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 | Mar 5, 2026 | n/a | yes | SAN JOSE, CA|SOUTH SAN FRANCISCO, CA | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | May 6, 2022 | Dec 17, 2025 | no | SAN FRANCISCO, CA|MILLBRAE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | WELLS FARGO ADVISORS | Dec 17, 2025 | Mar 5, 2026 | 78 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 79:19616:CA:2025-12-07 | Dec 17, 2025 | Mar 5, 2026 | MILLBRAE, CA | Firm change |