DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at WELLS FARGO ADVISORS
SAN ANTONIO, TX | HOUSTON, TX
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 | Jul 18, 2014 | n/a | yes | SAN ANTONIO, TX|HOUSTON, TX | Current employment |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | May 29, 2007 | Jul 31, 2014 | no | CHICAGO, IL|NEW YORK, NY|Long Island City, NY|TAMPA, FL|San Antonio, TX|SAN ANTONIO, TX|SAN ANTONIO, TX|SAN ANTONIO, TX | Previous registration |
| CITICORP INVESTMENT SERVICES | n/a | Jan 6, 2004 | May 29, 2007 | no | SAN ANTONIO, TX|SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CITIGROUP GLOBAL MARKETS INC. | WELLS FARGO ADVISORS | Jul 31, 2014 | Jul 18, 2014 | -13 | Firm change | Other |
| CITICORP INVESTMENT SERVICES | CITIGROUP GLOBAL MARKETS INC. | May 29, 2007 | May 29, 2007 | 0 | Bulk transfer | Other |