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Advisor at WELLS FARGO ADVISORS
BOCA RATON, FL | CHATHAM, NJ
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 | Jul 24, 2025 | n/a | yes | CHATHAM, NJ|BOCA RATON, FL | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jul 1, 2003 | Jul 24, 2025 | no | BOCA RATON, FL|BOCA RATON, FL | Previous registration |
| PRUDENTIAL EQUITY GROUP, LLC | n/a | Jan 3, 1997 | Jul 1, 2003 | no | BOCA RATON, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | WELLS FARGO ADVISORS | Jul 24, 2025 | Jul 24, 2025 | 0 | Channel change | Wirehouse to wirehouse |
| PRUDENTIAL EQUITY GROUP, LLC | WELLS FARGO ADVISORS | Jul 1, 2003 | Jul 1, 2003 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:11025:FL:2025-07-24 | Jul 24, 2025 | Jul 24, 2025 | BOCA RATON, FL | Firm change |