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Advisor at WELLS FARGO ADVISORS
MADISON, NJ | ST. LOUIS, MO | NEW YORK, NY
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 | Apr 28, 2026 | n/a | yes | ST. LOUIS, MO|NEW YORK, NY | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jul 19, 2024 | n/a | yes | NEW YORK, NY|MADISON, NJ | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 22, 2017 | Jul 22, 2024 | no | SHORT HILLS, NJ|FLORHAM PARK, NJ|PARAMUS, NJ|WAYNE, NJ|NEW YORK, NY|NEW YORK, NY | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Feb 9, 2016 | Jul 27, 2017 | no | NEW YORK, NY | Previous registration |
| INSIGHT PRIVATE ADVISORS, LLC | Former SEC adviser | Sep 16, 2014 | Feb 17, 2016 | no | BRIDGEWATER, NJ | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Apr 9, 2013 | May 23, 2013 | no | JERSEY CITY, NJ|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | WELLS FARGO ADVISORS | Jul 22, 2024 | Jul 19, 2024 | -3 | Firm change | Wirehouse to wirehouse |
| INSIGHT PRIVATE ADVISORS, LLC | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Feb 17, 2016 | Feb 9, 2016 | -8 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | INSIGHT PRIVATE ADVISORS, LLC | May 23, 2013 | Sep 16, 2014 | 481 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:19616:NY:2024-07-22 | Jul 22, 2024 | Jul 19, 2024 | NEW YORK, NY | Firm change |