DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at WELLS FARGO ADVISORS
ORMOND BEACH, 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 | May 31, 2024 | n/a | yes | ORMOND BEACH, FL | Current employment |
| MORGAN STANLEY | Wirehouse | Jun 25, 2013 | Jun 5, 2024 | no | SEBRING, FL|ORMOND BEACH, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jan 1, 2008 | Jun 20, 2013 | no | SEBRING, FL | Previous registration |
| A. G. EDWARDS & SONS, INC. | n/a | Jun 18, 2007 | Jan 1, 2008 | no | ST. LOUIS, MO|SEBRING, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | WELLS FARGO ADVISORS | Jun 5, 2024 | May 31, 2024 | -5 | Firm change | Wirehouse to wirehouse |
| WELLS FARGO ADVISORS | MORGAN STANLEY | Jun 20, 2013 | Jun 25, 2013 | 5 | Firm 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 |
|---|---|---|---|---|
| 149777:11025:FL:2024-06-05 | Jun 5, 2024 | May 31, 2024 | ORMOND BEACH, FL | Firm change |