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Advisor at WELLS FARGO ADVISORS
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 |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | Wirehouse | Feb 9, 2022 | n/a | yes | SAN DIEGO, CA | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Mar 1, 2019 | Jan 26, 2022 | no | SOLANA BEACH, CA|San Diego, CA | Previous registration |
| PARAGON FINANCIAL PARTNERS | Independent wealth | Oct 2, 2017 | Oct 16, 2018 | no | Del Mar, CA|WOODLAND HILLS, CA | Previous registration |
| MORGAN STANLEY | Wirehouse | Apr 10, 2017 | Oct 2, 2017 | no | San Diego, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | WELLS FARGO ADVISORS | Jan 26, 2022 | Feb 9, 2022 | 14 | Firm change | Wirehouse to wirehouse |
| PARAGON FINANCIAL PARTNERS | J.P. MORGAN SECURITIES LLC | Oct 16, 2018 | Mar 1, 2019 | 136 | Firm change | RIA to wirehouse |
| MORGAN STANLEY | PARAGON FINANCIAL PARTNERS | Oct 2, 2017 | Oct 2, 2017 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 79:19616:CA:2022-01-15 | Jan 26, 2022 | Feb 9, 2022 | SAN DIEGO, CA | Firm change |