DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at WELLS FARGO ADVISORS
ST. LOUIS, MO
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 | Mar 20, 2024 | n/a | yes | ST. LOUIS, MO | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Oct 11, 2022 | Jul 25, 2023 | no | ST. LOUIS, MO | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jul 19, 2021 | May 27, 2022 | no | ST. LOUIS, MO | Previous registration |
| BUCKINGHAM STRATEGIC WEALTH, LLC | Former SEC adviser | Jul 22, 2019 | Jun 14, 2021 | no | ST LOUIS, MO | Previous registration |
| STIFEL, NICOLAUS & COMPANY, INCORPORATED | National bd RIA | Jul 6, 2018 | Jul 9, 2019 | no | ST. LOUIS, MO | Previous registration |
| FIDUCIARY ADVISORS, INC. | Institutional manager | Jun 10, 2015 | May 15, 2018 | no | ST. LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BUCKINGHAM STRATEGIC WEALTH, LLC | WELLS FARGO ADVISORS | Jun 14, 2021 | Jul 19, 2021 | 35 | Firm change | RIA to wirehouse |
| STIFEL, NICOLAUS & COMPANY, INCORPORATED | BUCKINGHAM STRATEGIC WEALTH, LLC | Jul 9, 2019 | Jul 22, 2019 | 13 | Firm change | Ibd to ibd |
| FIDUCIARY ADVISORS, INC. | STIFEL, NICOLAUS & COMPANY, INCORPORATED | May 15, 2018 | Jul 6, 2018 | 52 | Firm change | Other |