The intelligence graph connecting private capital, companies and real assets. Public records ingested on their own cadence, resolved to one identity by shared identifier, connected by typed relationships with a date and a source on every edge, and read by detectors that say what changed and what it means. Facts, derived metrics, signals, anomalies and inferences are labelled as such.
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Advisor at WELLS FARGO ADVISORS
MCLEAN, VA
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 | Aug 26, 2025 | n/a | yes | MCLEAN, VA | current employment |
| J.P. MORGAN SECURITIES LLC | WIREHOUSE | Apr 5, 2021 | Jun 4, 2025 | no | Fairfax, VA|Fairfax, VA|Fredericksburg, VA|Annandale, VA|Syracuse, NY|Washington, DC|Sterling, VA|Richmond, VA|Washington, DC|Charlottesville, VA|Arlington, VA|ARLINGTON, VA|Alexandria, VA|ARLINGTON, VA|Falls Church, VA|Arlington, VA|Potomac, MD|McLean, VA|Washington, DC|WASHINGTON, DC|MCLEAN, VA|Richmond, VA|Fairfax, VA|Richmond, VA|Richmond, VA|Richmond, VA|WASHINGTON, DC|Reston, VA|Acton, MA|Chestnut Hill, MA|Saco, ME|Nashua, NH|Wakefield, RI|Boston, MA|Boston, MA|Cranston, RI|East Greenwich, RI|Greenville, RI|Burlington, VT|Belmont, MA|Warwick, RI|Boston, MA|Lynnfield, MA|Boston, MA|Somerville, MA|Newburyport, MA|Hingham, MA|Portsmouth, NH|Brookline, MA|WESTWOOD, MA|Quincy, MA|Westbrook, ME|Portland, ME|Manchester, NH|North Andover, MA|Middletown, RI|Providence, RI|Williston, VT|Revere, MA|Lutherville Timonium, MD|Watertown, MA|Newton, MA|Concord, MA|Wellesley, MA|Providence, RI|Boston, MA|Boston, MA|Peabody, MA|Cranston, RI|Roxbury, MA|Woburn, MA|Burlington, MA|Falmouth, ME|Framingham, MA|Nashua, NH|Salem, NH|Lynn, MA|Chelmsford, MA|Barrington, RI|Boston, MA|East Boston, MA|Waltham, MA|Braintree, MA|Dedham, MA|Providence, RI|Boston, MA|Mattapan, MA|Midlothian, VA|Baltimore, MD|Baltimore, MD|Cockeysville, MD|Richmond, VA|Baltimore, MD|Baltimore, MD|Baltimore, MD|Towson, MD|Laurel, MD|Nottingham, MD|Baltimore, MD|Dundalk, MD|Baltimore, MD|Dundalk, MD|Laurel, MD|Baltimore, MD|Baltimore, MD|Mechanicsville, VA|Baltimore, MD|Towson, MD|Baltimore, MD|Nottingham, MD|Cockeysville, MD|Baltimore, MD|Gainesville, VA|Norfolk, VA|Williamsburg, VA|Woodbridge, VA|Purcellville, VA|Charlottesville, VA|Arlington, VA|ARLINGTON, VA|Alexandria, VA|Alexandria, VA|ARLINGTON, VA|Falls Church, VA|Arlington, VA|Alexandria, VA|Bristow, VA|Woodbridge, VA|Sterling, VA|Gainesville, VA|Henrico, VA|Mechanicsville, VA|Springfield, VA|Ashburn, VA|Manassas, VA|Richmond, VA|Leesburg, VA|Fairfax, VA|Williamsburg, VA|Oakton, VA|Richmond, VA|Reston, VA|Charlottesville, VA|Norfolk, VA|Stafford, VA|Sterling, VA|Manassas, VA|Charlottesville, VA|Richmond, VA|Richmond, VA|Richmond, VA|Newport News, VA|Herndon, VA|Fredericksburg, VA|McLean, VA|Chesterfield, VA|Purcellville, VA|Vienna, VA|Midlothian, VA|Williamsburg, VA|Mechanicsville, VA|Chesterfield, VA|Centreville, VA|Richmond, VA|MCLEAN, VA|Fairfax, VA|Chantilly, VA|Norfolk, VA|Leesburg, VA|Hampton, VA|Virginia Beach, VA|Fredericksburg, VA|Fairfax, VA|Manassas, VA | previous registration |
| CHARLES SCHWAB & CO., INC. | NATIONAL BD RIA | Aug 17, 2017 | Mar 26, 2021 | no | Bethesda, MD|Arlington, VA|Tysons Corner, VA | previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | WELLS FARGO ADVISORS | Jun 4, 2025 | Aug 26, 2025 | 83 | FIRM CHANGE | WIREHOUSE TO WIREHOUSE |
| CHARLES SCHWAB & CO., INC. | J.P. MORGAN SECURITIES LLC | Mar 26, 2021 | Apr 5, 2021 | 10 | FIRM CHANGE | IBD TO WIREHOUSE |