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Reading the graph
Advisor at WELLS FARGO ADVISORS
PLEASANTON, CA
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 | Jul 21, 2025 | n/a | yes | PLEASANTON, CA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jan 1, 2008 | Jul 21, 2025 | no | PLEASANTON, CA | Previous registration |
| A. G. EDWARDS & SONS, INC. | n/a | Mar 29, 2001 | Jan 1, 2008 | no | PLEASANTON, CA|ST. LOUIS, MO|PLEASANTON, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | WELLS FARGO ADVISORS | Jul 21, 2025 | Jul 21, 2025 | 0 | Channel change | Wirehouse to wirehouse |
| A. G. EDWARDS & SONS, INC. | WELLS FARGO ADVISORS | Jan 1, 2008 | Jan 1, 2008 | 0 | Bulk transfer | Other |