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Reading the graph
Advisor at &PARTNERS
Palestine, TX | Clayton, 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 |
|---|---|---|---|---|---|---|
| &partners | Independent wealth | Jun 28, 2024 | n/a | yes | Palestine, TX|Clayton, MO | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Apr 21, 2022 | Jul 5, 2024 | no | PALESTINE, TX|TYLER, TX | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jan 1, 2008 | Apr 21, 2022 | no | PALESTINE, TX | Previous registration |
| A. G. EDWARDS & SONS, INC. | n/a | Oct 9, 2002 | Jan 1, 2008 | no | GUN BARREL CITY, TX|PALESTINE, TX|ST. LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | &partners | Jul 5, 2024 | Jun 28, 2024 | -7 | Firm change | Wirehouse to RIA |
| WELLS FARGO ADVISORS | WELLS FARGO ADVISORS | Apr 21, 2022 | Apr 21, 2022 | 0 | Channel change | Wirehouse to wirehouse |
| A. G. EDWARDS & SONS, INC. | WELLS FARGO ADVISORS | Jan 1, 2008 | Jan 1, 2008 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 11025:3767:TX:2024-07-05 | Jul 5, 2024 | Jun 28, 2024 | PALESTINE, TX | Firm change |
| 19616:11025:TX:2022-04-21 | Apr 21, 2022 | Apr 21, 2022 | PALESTINE, TX | Firm change |