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Advisor at WELLS FARGO ADVISORS
OKLAHOMA CITY, OK
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 | Nov 3, 2025 | n/a | yes | OKLAHOMA CITY, OK | Current employment |
| MORGAN STANLEY | Wirehouse | Jan 5, 2018 | Oct 28, 2025 | no | Oklahoma City, OK|Houston, TX|Chicago, IL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 26, 2017 | Jan 3, 2018 | no | OKLAHOMA CITY, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | WELLS FARGO ADVISORS | Oct 28, 2025 | Nov 3, 2025 | 6 | Firm change | Wirehouse to wirehouse |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | Jan 3, 2018 | Jan 5, 2018 | 2 | Firm change | Wirehouse to wirehouse |