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Reading the graph
Advisor at WELLS FARGO ADVISORS
DENVER, CO
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 | Mar 16, 2026 | n/a | yes | DENVER, CO | Current employment |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Jan 24, 2025 | Mar 28, 2026 | no | Lone Tree, CO | Previous registration |
| EDWARD JONES | National bd RIA | Jul 13, 2023 | Dec 9, 2024 | no | Castle Rock, CO|Highlands Ranch, CO|ST. LOUIS, MO|Littleton, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | WELLS FARGO ADVISORS | Mar 28, 2026 | Mar 16, 2026 | -12 | Firm change | Ibd to wirehouse |
| EDWARD JONES | CHARLES SCHWAB & CO., INC. | Dec 9, 2024 | Jan 24, 2025 | 46 | Firm change | Ibd to ibd |