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Advisor at WELLS FARGO ADVISORS
FRISCO, 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 | May 6, 2026 | n/a | yes | FRISCO, TX | Current employment |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Aug 29, 2011 | May 12, 2026 | no | DALLAS, TX|PLANO, TX|Colleyville, TX | Previous registration |
| ALLIANCEBERNSTEIN L.P. | Other adviser | Sep 24, 2009 | Jul 12, 2011 | no | DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | WELLS FARGO ADVISORS | May 12, 2026 | May 6, 2026 | -6 | Firm change | Wirehouse to wirehouse |
| ALLIANCEBERNSTEIN L.P. | UBS FINANCIAL SERVICES INC. | Jul 12, 2011 | Aug 29, 2011 | 48 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8174:19616:TX:2026-05-12 | May 12, 2026 | May 6, 2026 | COLLEYVILLE, TX | Firm change |