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Reading the graph
Advisor at WELLS FARGO ADVISORS
OCALA, FL | THE VILLAGES, FL | WINTER PARK, FL
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 | Mar 23, 2022 | n/a | yes | OCALA, FL|THE VILLAGES, FL|WINTER PARK, FL | Current employment |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Nov 2, 2015 | Apr 4, 2022 | no | OCALA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | WELLS FARGO ADVISORS | Apr 4, 2022 | Mar 23, 2022 | -12 | Firm change | Ibd to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 705:19616:FL:2022-04-04 | Apr 4, 2022 | Mar 23, 2022 | OCALA, FL | Firm change |