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Advisor at BERKELEY CAPITAL PARTNERS, LLC
MILTON, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BERKELEY CAPITAL PARTNERS, LLC | Independent wealth | Aug 20, 2015 | n/a | yes | MILTON, GA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Mar 7, 2011 | Aug 25, 2015 | no | NORCROSS, GA | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Feb 7, 2008 | Apr 8, 2009 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | BERKELEY CAPITAL PARTNERS, LLC | Aug 25, 2015 | Aug 20, 2015 | -5 | Firm change | Wirehouse to new firm |
| CITIGROUP GLOBAL MARKETS INC. | WELLS FARGO ADVISORS | Apr 8, 2009 | Mar 7, 2011 | 698 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 11025:281082:GA:2015-08-25 | Aug 25, 2015 | Aug 20, 2015 | NORCROSS, GA | Firm change |