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Advisor at WELLS FARGO ADVISORS
RADNOR, PA | MALVERN, PA
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 9, 2016 | n/a | yes | RADNOR, PA|MALVERN, PA | Current employment |
| GIRARD ADVISORY SERVICES, LLC | Independent wealth | Mar 25, 2015 | Aug 2, 2016 | no | SOUDERTON, PA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Feb 8, 2011 | May 14, 2013 | no | RADNOR, PA|MALVERN, PA | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Oct 22, 2010 | Dec 20, 2010 | no | PHILADELPHIA, PA|GLEN MILLS, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GIRARD ADVISORY SERVICES, LLC | WELLS FARGO ADVISORS | Aug 2, 2016 | Aug 9, 2016 | 7 | Firm change | Other |
| WELLS FARGO ADVISORS | GIRARD ADVISORY SERVICES, LLC | May 14, 2013 | Mar 25, 2015 | 680 | Firm change after gap | Other |
| PNC WEALTH MANAGEMENT | WELLS FARGO ADVISORS | Dec 20, 2010 | Feb 8, 2011 | 50 | Firm change | Other |