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Advisor at SOVRAN ADVISORS, LLC
Pacific Beach, WA | SAN DIEGO, 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 |
|---|---|---|---|---|---|---|
| SOVRAN ADVISORS, LLC | Independent wealth | Dec 26, 2025 | n/a | yes | SAN DIEGO, CA|Pacific Beach, WA | Current employment |
| STIFEL INDEPENDENT ADVISORS, LLC | Bd affiliated wealth | Feb 6, 2024 | Dec 23, 2025 | no | Kalama, WA|CHEHALIS, WA|ST. LOUIS, MO|Pacific Beach, WA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jul 16, 2010 | Feb 12, 2024 | no | OLYMPIA, WA|ROSEBURG, OR | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jan 1, 2008 | Jul 19, 2010 | no | CHEHALIS, WA | Previous registration |
| A. G. EDWARDS & SONS, INC. | n/a | Feb 19, 2007 | Jan 1, 2008 | no | CHEHALIS, WA|ST. LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STIFEL INDEPENDENT ADVISORS, LLC | SOVRAN ADVISORS, LLC | Dec 23, 2025 | Dec 26, 2025 | 3 | Firm change | Ibd to RIA |
| WELLS FARGO ADVISORS | STIFEL INDEPENDENT ADVISORS, LLC | Feb 12, 2024 | Feb 6, 2024 | -6 | Firm change | Wirehouse to ibd |
| WELLS FARGO ADVISORS | WELLS FARGO ADVISORS | Jul 19, 2010 | Jul 16, 2010 | -3 | Channel change | Wirehouse to wirehouse |
| A. G. EDWARDS & SONS, INC. | WELLS FARGO ADVISORS | Jan 1, 2008 | Jan 1, 2008 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 11025:28218:OR:2024-02-12 | Feb 12, 2024 | Feb 6, 2024 | ROSEBURG, OR | Firm change |