DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at IFC ADVISORS LLC
LOS ANGELES, 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 |
|---|---|---|---|---|---|---|
| IFC ADVISORS LLC | Independent wealth | Nov 6, 2024 | n/a | yes | LOS ANGELES, CA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Nov 29, 2012 | Nov 15, 2024 | no | BEVERLY HILLS, CA|LOS ANGELES, CA|BEVERLY HILLS, CA | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Dec 10, 2012 | no | Beverly Hills, CA | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Oct 25, 2007 | Jun 1, 2009 | no | BEVERLY HILLS, CA | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | Aug 15, 2007 | Oct 29, 2007 | no | BEVERLY HILLS, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | IFC ADVISORS LLC | Nov 15, 2024 | Nov 6, 2024 | -9 | Firm change | Wirehouse to new firm |
| MORGAN STANLEY | WELLS FARGO ADVISORS | Dec 10, 2012 | Nov 29, 2012 | -11 | Firm change | Wirehouse to wirehouse |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| WELLS FARGO INVESTMENTS, LLC | CITIGROUP GLOBAL MARKETS INC. | Oct 29, 2007 | Oct 25, 2007 | -4 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:332157:CA:2024-11-11 | Nov 15, 2024 | Nov 6, 2024 | BEVERLY HILLS, CA | Firm change |