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Advisor at THREE SEASONS WEALTH
SALT LAKE CITY, UT
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 |
|---|---|---|---|---|---|---|
| THREE SEASONS WEALTH | Independent wealth | Jul 10, 2023 | n/a | yes | SALT LAKE CITY, UT | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Aug 26, 2022 | Jul 25, 2023 | no | HOLLADAY, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | THREE SEASONS WEALTH | Jul 25, 2023 | Jul 10, 2023 | -15 | Firm change | Wirehouse to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:326517:UT:2023-07-19 | Jul 25, 2023 | Jul 10, 2023 | HOLLADAY, UT | Firm change |