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Advisor at WELLS FARGO ADVISORS
BOCA RATON, FL | STUART, 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 |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | Wirehouse | Jan 7, 2026 | n/a | yes | BOCA RATON, FL|STUART, FL | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Apr 23, 2024 | Jan 9, 2026 | no | Boca Raton, FL | Previous registration |
| SYNOVUS SECURITIES, INC. | Bd affiliated wealth | Apr 8, 2019 | Dec 21, 2023 | no | COLUMBUS, GA|STUART, FL|COLUMBUS, GA | Previous registration |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Sep 16, 2016 | Apr 1, 2019 | no | STUART, FL | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Sep 8, 2005 | Dec 31, 2016 | no | MIAMI, FL|PORT ST. LUCIE, FL|PORT ST LUCIE, FL|HOBE SOUND, FL|PORT ST. LUCIE, FL|VERO BEACH, FL|VERO BEACH, FL|STUART, FL|PALM BEACH GARDENS, FL|LAKE WORTH, FL|WEST PALM BEACH, FL|WESTON, FL|BAL HARBOUR, FL|PEMBROKE PINES, FL|MIRAMAR, FL|DAVIE, FL|MIRAMAR, FL|HOLLYWOOD, FL|MIAMI, FL|MIAMI, FL|MIAMI, FL|WESTON, FL|DAVIE, FL|KEY BISCAYNE, FL|MIAMI, FL|DEERFIELD BEACH, FL|DEERFIELD BEACH, FL|BOCA RATON, FL|FORT LAUDERDALE, FL|HOBE SOUND, FL|BOCA RATON, FL|FT. LAUDERDALE, FL|MIAMI, FL|FORT LAUDERDALE, FL|FORT LAUDERDALE, FL|LAKE WORTH, FL|WEST PALM BEACH, FL|FORT LAUDERDALE, FL|LANTANA, FL|WELLINGTON, FL|NORTH PALM BEACH, FL|VERO BEACH, FL|STUART, FL|STUART, FL|WEST PALM BEACH, FL|WEST PALM BEACH, FL|FORT LAUDERDALE, FL|BOCA RATON, FL | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Nov 2, 2001 | Sep 16, 2005 | no | WEST PALM BEACH, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | WELLS FARGO ADVISORS | Jan 9, 2026 | Jan 7, 2026 | -2 | Firm change | Ibd to wirehouse |
| SYNOVUS SECURITIES, INC. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Dec 21, 2023 | Apr 23, 2024 | 124 | Firm change | RIA to ibd |
| TRUIST ADVISORY SERVICES, INC. | SYNOVUS SECURITIES, INC. | Apr 1, 2019 | Apr 8, 2019 | 7 | Firm change | Ibd to ibd |
| SUNTRUST INVESTMENT SERVICES, INC. | TRUIST ADVISORY SERVICES, INC. | Dec 31, 2016 | Sep 16, 2016 | -106 | Bulk transfer | Other |
| CITIGROUP GLOBAL MARKETS INC. | SUNTRUST INVESTMENT SERVICES, INC. | Sep 16, 2005 | Sep 8, 2005 | -8 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 283390:14023:FL:2019-04-01 | Apr 1, 2019 | Apr 8, 2019 | STUART, FL | Firm change |