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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

MELINDA CAROLINE LAPERT

Advisor at WELLS FARGO ADVISORS

PLANO, TX | OLD GREENWICH, CT

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Search this name across graphsid dfx:ria:405db1a6-a1f8-49bd-d956-2db7272dbff1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 28, 2000 to Sep 15, 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: Feb 25, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63
First exam: Feb 25, 2000
First registration: Feb 28, 2000
Dual registered: yes, broker-dealer
Other names: MELINDA CAROLINE WOODS|MELINDA WOODS|MELINDA CAROLINE LAPERT-WELCH
IAPD individual key: 1403148

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	Sep 12, 2022	n/a	yes	OLD GREENWICH, CT\|PLANO, TX	Current employment
WELLS FARGO ADVISORS	Wirehouse	Aug 31, 2012	Sep 12, 2022	no	PLANO, TX	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Sep 27, 2012	no	Plano, TX	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Apr 17, 2006	Jun 1, 2009	no	PLANO, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Feb 28, 2000	Mar 29, 2006	no	PLANO, TX\|FRISCO, TX	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
WELLS FARGO ADVISORS	WELLS FARGO ADVISORS	Sep 12, 2022	Sep 12, 2022	0	Channel change	Wirehouse to wirehouse
MORGAN STANLEY	WELLS FARGO ADVISORS	Sep 27, 2012	Aug 31, 2012	-27	Firm change	Wirehouse to wirehouse
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CITIGROUP GLOBAL MARKETS INC.	Mar 29, 2006	Apr 17, 2006	19	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
19616:11025:TX:2022-09-09	Sep 12, 2022	Sep 12, 2022	PLANO, TX	Firm change

Relationships

Registered with (5)

→ WELLS FARGO ADVISORSRegistered adviserregistration: current employment
Sep 12, 2022 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Aug 31, 2012 to Sep 12, 2022factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Sep 27, 2012factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Apr 17, 2006 to Jun 1, 2009factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Feb 28, 2000 to Mar 29, 2006factForm ADV

Dated events

No dated event names this entity yet.