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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

ANDREW DOUGLAS EGGERT

Advisor at WELLS FARGO ADVISORS

PORTLAND, OR

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Search this name across graphsid dfx:ria:3c43b313-e9e6-d455-90cb-1899dede0f50

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Dec 23, 2010 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WELLS FARGO ADVISORS
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 7, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Dec 7, 2010
First registration: Dec 23, 2010
Dual registered: yes, broker-dealer
IAPD individual key: 5858410

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WELLS FARGO ADVISORS	Wirehouse	Oct 7, 2024	n/a	yes	PORTLAND, OR	Current employment
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Oct 17, 2022	Oct 7, 2024	no	PORTLAND, OR	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Jul 9, 2021	Oct 12, 2022	no	PORTLAND, OR\|PORTLAND, OR	Previous registration
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Former SEC adviser	May 28, 2015	Jul 23, 2021	no	PORTLAND, OR\|CORNELIUS, OR\|PORTLAND, OR\|THE DALLES, OR\|PORTLAND, OR\|LAKE OSWEGO, OR\|BEAVERTON, OR\|SAINT HELENS, OR\|PORTLAND, OR\|FOREST GROVE, OR\|BEAVERTON, OR\|BEAVERTON, OR\|TIGARD, OR\|TUALATIN, OR\|SAINT HELENS, OR\|BOISE, ID\|NAMPA, ID\|MERIDIAN, ID\|KETCHUM, ID\|BOISE, ID\|PORTLAND, OR\|PORTLAND, OR\|BEAVERTON, OR	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Dec 23, 2010	May 28, 2015	no	PORTLAND, OR\|VANCOUVER, WA\|SAN LEANDRO, CA\|TUALATIN, OR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CUSO FINANCIAL SERVICES, L.P.	WELLS FARGO ADVISORS	Oct 7, 2024	Oct 7, 2024	0	Firm change	Ibd to wirehouse
J.P. MORGAN SECURITIES LLC	CUSO FINANCIAL SERVICES, L.P.	Oct 12, 2022	Oct 17, 2022	5	Firm change	Wirehouse to ibd
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	J.P. MORGAN SECURITIES LLC	Jul 23, 2021	Jul 9, 2021	-14	Firm change	Ibd to wirehouse
WELLS FARGO ADVISORS	BANCWEST INVESTMENT SERVICES, INC. (BWIS)	May 28, 2015	May 28, 2015	0	Firm change	Other

Relationships

Registered with (4)

→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Dec 23, 2010 to May 28, 2015factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Oct 17, 2022 to Oct 7, 2024factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Jul 9, 2021 to Oct 12, 2022factForm ADV
→ BANCWEST INVESTMENT SERVICES, INC. (BWIS)Registered adviserregistration: previous registration
May 28, 2015 to Jul 23, 2021factForm ADV

Dated events

Occurred
Oct 7, 2024
Advisor changed firm
Andrew Douglas Eggert left Cuso Financial Services, L.P. for Wells Fargo Advisors (registered 2024-10-07)
Form ADVobserved 4 days ago
Occurred
Oct 12, 2022
Advisor changed firm
Andrew Douglas Eggert left J.P. Morgan Securities Llc for Cuso Financial Services, L.P. (registered 2022-10-17)
Form ADVobserved 4 days ago