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Advisor at WELLS FARGO ADVISORS
BOCA RATON, FL
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 19, 2026 | n/a | yes | BOCA RATON, FL | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jan 11, 2019 | Feb 19, 2026 | no | BOCA RATON, FL|Boca Raton, FL | Previous registration |
| MORGAN STANLEY | Wirehouse | Jul 23, 2018 | Jan 15, 2019 | no | Boca Raton, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | WELLS FARGO ADVISORS | Feb 19, 2026 | Feb 19, 2026 | 0 | Firm change | Ibd to wirehouse |
| MORGAN STANLEY | AMERIPRISE FINANCIAL SERVICES, LLC | Jan 15, 2019 | Jan 11, 2019 | -4 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6363:19616:FL:2026-02-19 | Feb 19, 2026 | Feb 19, 2026 | BOCA RATON, FL | Firm change |