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Advisor at DRIVE WEALTH ADVISERS
LEHI, UT | Fruit Heights, UT
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 |
|---|---|---|---|---|---|---|
| DRIVE WEALTH ADVISERS | Independent wealth | Nov 5, 2021 | n/a | yes | LEHI, UT|Fruit Heights, UT | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Mar 24, 2017 | Nov 12, 2021 | no | MIDVALE, UT|SALT LAKE CITY, UT|MURRAY, UT|KAYSVILLE, UT|KAYSVILLE, UT|LAYTON, UT|SYRACUSE, UT|SYRACUSE, UT | Previous registration |
| MORGAN STANLEY | Wirehouse | Aug 23, 2013 | Mar 27, 2017 | no | Salt Lake City, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | DRIVE WEALTH ADVISERS | Nov 12, 2021 | Nov 5, 2021 | -7 | Firm change | Wirehouse to RIA |
| MORGAN STANLEY | WELLS FARGO ADVISORS | Mar 27, 2017 | Mar 24, 2017 | -3 | Firm change | Wirehouse to wirehouse |