DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at WESBANCO SECURITIES, INC.
Bowie, MD | Rockville, MD | WHEELING, WV
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 |
|---|---|---|---|---|---|---|
| WESBANCO SECURITIES, INC. | Bd affiliated wealth | May 13, 2025 | n/a | yes | Rockville, MD|Bowie, MD|WHEELING, WV | Current employment |
| NORTHWEST FINANCIAL ADVISORS LLC | Independent wealth | Feb 10, 2025 | Feb 25, 2025 | no | HERNDON, VA | Previous registration |
| EDWARD JONES | National bd RIA | Jul 19, 2024 | Nov 14, 2024 | no | BETHESDA, MD | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 12, 2023 | Feb 22, 2024 | no | SILVER SPRING, MD|NEW YORK, NY|BETHESDA, MD | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Mar 26, 2019 | Jan 13, 2022 | no | COLUMBIA, MD|SILVER SPRING, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NORTHWEST FINANCIAL ADVISORS LLC | WESBANCO SECURITIES, INC. | Feb 25, 2025 | May 13, 2025 | 77 | Firm change | RIA to ibd |
| EDWARD JONES | NORTHWEST FINANCIAL ADVISORS LLC | Nov 14, 2024 | Feb 10, 2025 | 88 | Firm change | Ibd to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | EDWARD JONES | Feb 22, 2024 | Jul 19, 2024 | 148 | Firm change | Wirehouse to ibd |
| WELLS FARGO ADVISORS | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Jan 13, 2022 | Jan 12, 2023 | 364 | Firm change | Wirehouse to wirehouse |