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Advisor at WELLS FARGO ADVISORS
LAS VEGAS, NV
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 | May 8, 2025 | n/a | yes | LAS VEGAS, NV | Current employment |
| ABUNDANT WEALTH STRATEGIES | State registered | Feb 10, 2025 | Feb 21, 2025 | no | LAS VEGAS, NV | Previous registration |
| IFG ADVISORY, LLC | Independent wealth | Sep 20, 2024 | Jan 30, 2025 | no | Port St Lucie, FL|ATLANTA, GA | Previous registration |
| SPIRE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Jun 26, 2019 | Mar 25, 2024 | no | MCLEAN, VA|The Villages, FL | Previous registration |
| JANNEY MONTGOMERY SCOTT LLC | Bd affiliated wealth | Jun 3, 2016 | Feb 12, 2019 | no | STUART, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Oct 27, 2014 | Jan 26, 2015 | no | VERO BEACH, FL|ORLANDO, FL|VERO BEACH, FL | Previous registration |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Aug 25, 2014 | Oct 16, 2014 | no | ORLANDO, FL|STUART, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Feb 12, 2014 | May 6, 2014 | no | STUART, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jun 30, 2009 | Jan 21, 2014 | no | VERO BEACH, FL|LEESBURG, VA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 17, 2008 | Jun 27, 2008 | no | LAS VEGAS, NV | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ABUNDANT WEALTH STRATEGIES | WELLS FARGO ADVISORS | Feb 21, 2025 | May 8, 2025 | 76 | Firm change | Other |
| IFG ADVISORY, LLC | ABUNDANT WEALTH STRATEGIES | Jan 30, 2025 | Feb 10, 2025 | 11 | Firm change | RIA to state RIA |
| SPIRE WEALTH MANAGEMENT, LLC | IFG ADVISORY, LLC | Mar 25, 2024 | Sep 20, 2024 | 179 | Firm change | Ibd to RIA |
| JANNEY MONTGOMERY SCOTT LLC | SPIRE WEALTH MANAGEMENT, LLC | Feb 12, 2019 | Jun 26, 2019 | 134 | Firm change | Ibd to ibd |
| WELLS FARGO ADVISORS | JANNEY MONTGOMERY SCOTT LLC | Jan 26, 2015 | Jun 3, 2016 | 494 | Firm change after gap | Other |
| VALIC FINANCIAL ADVISORS, INC. | WELLS FARGO ADVISORS | Oct 16, 2014 | Oct 27, 2014 | 11 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | VALIC FINANCIAL ADVISORS, INC. | May 6, 2014 | Aug 25, 2014 | 111 | Firm change | Other |
| WELLS FARGO ADVISORS | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Jan 21, 2014 | Feb 12, 2014 | 22 | Firm change | Wirehouse to wirehouse |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | WELLS FARGO ADVISORS | Jun 27, 2008 | Jun 30, 2009 | 368 | Firm change | Wirehouse to wirehouse |