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Advisor at WELLS FARGO ADVISORS
ST. LOUIS, MO | CHARLOTTE, NC
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 | Feb 2, 2026 | n/a | yes | ST. LOUIS, MO|CHARLOTTE, NC | Current employment |
| HORIZON INVESTMENTS LLC | Asset manager | Feb 21, 2024 | Dec 2, 2025 | no | CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HORIZON INVESTMENTS LLC | WELLS FARGO ADVISORS | Dec 2, 2025 | Feb 2, 2026 | 62 | Firm change | Other |