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Advisor at GRYPHON WEALTH
JACKSONVILLE, 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 |
|---|---|---|---|---|---|---|
| GRYPHON WEALTH | Independent wealth | Apr 23, 2026 | n/a | yes | JACKSONVILLE, FL | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jul 20, 2023 | Apr 29, 2026 | no | JACKSONVILLE, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Dec 7, 2022 | Jul 20, 2023 | no | JACKSONVILLE, FL | Previous registration |
| RBC CAPITAL MARKETS, LLC | National bd RIA | Jun 23, 2021 | Sep 20, 2022 | no | Nashville, TN | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | May 11, 2021 | Jun 16, 2021 | no | FRANKLIN, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | GRYPHON WEALTH | Apr 29, 2026 | Apr 23, 2026 | -6 | Firm change | Wirehouse to new firm |
| WELLS FARGO ADVISORS | WELLS FARGO ADVISORS | Jul 20, 2023 | Jul 20, 2023 | 0 | Channel change | Wirehouse to wirehouse |
| RBC CAPITAL MARKETS, LLC | WELLS FARGO ADVISORS | Sep 20, 2022 | Dec 7, 2022 | 78 | Firm change | Ibd to wirehouse |
| EQUITABLE ADVISORS, LLC | RBC CAPITAL MARKETS, LLC | Jun 16, 2021 | Jun 23, 2021 | 7 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 11025:339969:FL:2026-04-29 | Apr 29, 2026 | Apr 23, 2026 | JACKSONVILLE, FL | Firm change |
| 19616:11025:FL:2023-07-05 | Jul 20, 2023 | Jul 20, 2023 | JACKSONVILLE, FL | Firm change |