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Advisor at WEBULL ADVISORS LLC
St. Petersburg, 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 |
|---|---|---|---|---|---|---|
| WEBULL ADVISORS LLC | Independent wealth | Apr 23, 2026 | n/a | yes | St. Petersburg, FL | Current employment |
| ERNST & YOUNG INVESTMENT ADVISERS LLP | No RAUM reported | Oct 25, 2022 | Apr 22, 2024 | no | Tampa, FL|St Petersburg, FL | Previous registration |
| MORGAN STANLEY | Wirehouse | Jan 13, 2022 | May 10, 2022 | no | Temple Terrace, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Dec 26, 2019 | Jul 6, 2020 | no | BLOOMFIELD HILLS, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ERNST & YOUNG INVESTMENT ADVISERS LLP | WEBULL ADVISORS LLC | Apr 22, 2024 | Apr 23, 2026 | 731 | Firm change after gap | Other |
| MORGAN STANLEY | ERNST & YOUNG INVESTMENT ADVISERS LLP | May 10, 2022 | Oct 25, 2022 | 168 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | Jul 6, 2020 | Jan 13, 2022 | 556 | Firm change after gap | Wirehouse to wirehouse |