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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

CANDACE HEISS GREENE

Advisor at WELLS FARGO ADVISORS

TAMPA, FL | SUN CITY CENTER, FL

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Search this name across graphsid dfx:ria:57074bce-9d22-2aae-05d0-a6b7c5c8ce9f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Aug 25, 2000 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WELLS FARGO ADVISORS
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 30, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Exams: S66|S63
First exam: Nov 30, 1999
First registration: Aug 25, 2000
Dual registered: yes, broker-dealer
Other names: CANDACE FRIDAY|CANDACE COTTLE HEISS
IAPD individual key: 3229594

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WELLS FARGO ADVISORS	Wirehouse	Apr 20, 2022	n/a	yes	TAMPA, FL\|SUN CITY CENTER, FL	Current employment
WELLS FARGO ADVISORS	Wirehouse	Feb 24, 2012	Dec 14, 2021	no	ORLANDO, FL\|TAMPA, FL	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Mar 5, 2012	no	Winter Park, FL	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Jun 1, 2009	no	WINTER PARK, FL	Previous registration
MORGAN STANLEY DW INC.	n/a	Mar 15, 2007	Apr 2, 2007	no	WINTER PARK, FL	Previous registration
MORGAN STANLEY DW INC.	n/a	Aug 25, 2000	Jan 1, 2007	no	NORTH PALM BEACH, FL\|WINTER PARK, FL\|WINTER PARK, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MORGAN STANLEY	WELLS FARGO ADVISORS	Mar 5, 2012	Feb 24, 2012	-10	Firm change	Wirehouse to wirehouse
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other

Relationships

Registered with (4)

→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Feb 24, 2012 to Dec 14, 2021factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Mar 5, 2012factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Jun 1, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Mar 15, 2007 to Apr 2, 2007factForm ADV

Dated events

No dated event names this entity yet.