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Advisor at WELLS FARGO ADVISORS
SCHAUMBURG, IL
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 | Aug 6, 2025 | n/a | yes | SCHAUMBURG, IL | Current employment |
| ORG PARTNERS | Former SEC adviser | Jun 27, 2024 | Aug 6, 2025 | no | Schaumberg, IL|DALLAS, TX | Previous registration |
| HIGHTOWER ADVISORS, LLC | Bd affiliated wealth | Dec 18, 2023 | Mar 7, 2024 | no | CHICAGO, IL|Deerfield, IL | Previous registration |
| Mariner | Bd affiliated wealth | Jul 7, 2021 | Dec 8, 2023 | no | OAKBROOK TERRACE, IL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Feb 18, 2021 | Jul 28, 2021 | no | ST. LOUIS, MO | Previous registration |
| KESTRA ADVISORY SERVICES, LLC | Bd affiliated wealth | Nov 2, 2020 | Nov 18, 2020 | no | Deerfield, IL|AUSTIN, TX | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Oct 18, 2017 | Nov 4, 2020 | no | SCHAUMBURG, IL|ARLINGTON HEIGHTS, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ORG PARTNERS | WELLS FARGO ADVISORS | Aug 6, 2025 | Aug 6, 2025 | 0 | Firm change | RIA to wirehouse |
| HIGHTOWER ADVISORS, LLC | ORG PARTNERS | Mar 7, 2024 | Jun 27, 2024 | 112 | Firm change | Ibd to RIA |
| Mariner | HIGHTOWER ADVISORS, LLC | Dec 8, 2023 | Dec 18, 2023 | 10 | Firm change | Ibd to ibd |
| WELLS FARGO ADVISORS | Mariner | Jul 28, 2021 | Jul 7, 2021 | -21 | Firm change | Wirehouse to ibd |
| KESTRA ADVISORY SERVICES, LLC | WELLS FARGO ADVISORS | Nov 18, 2020 | Feb 18, 2021 | 92 | Firm change | Ibd to wirehouse |
| WELLS FARGO ADVISORS | KESTRA ADVISORY SERVICES, LLC | Nov 4, 2020 | Nov 2, 2020 | -2 | Firm change | Wirehouse to ibd |