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Advisor at PETROS FAMILY WEALTH, LLC
BLOOMINGTON, MN
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 |
|---|---|---|---|---|---|---|
| PETROS FAMILY WEALTH, LLC | Independent wealth | Nov 20, 2025 | n/a | yes | BLOOMINGTON, MN | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jul 31, 2014 | Nov 24, 2025 | no | BLOOMINGTON, MN|BLOOMINGTON, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | PETROS FAMILY WEALTH, LLC | Nov 24, 2025 | Nov 20, 2025 | -4 | Firm change | Wirehouse to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:324059:MN:2025-11-19 | Nov 24, 2025 | Nov 20, 2025 | BLOOMINGTON, MN | Firm change |