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Advisor at WELLS FARGO ADVISORS
OLD GREENWICH, CT | PALM BEACH GARDENS, 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 | Jul 1, 2026 | n/a | yes | PALM BEACH GARDENS, FL|OLD GREENWICH, CT | Current employment |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Aug 26, 2016 | Jul 2, 2026 | no | JUPITER, FL|VERO BEACH, FL|VERO BEACH, FL|PALM BEACH GARDENS, FL | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Apr 21, 2016 | Dec 31, 2016 | no | JUPITER, FL|VERO BEACH, FL|VERO BEACH, FL|JUPITER, FL|JUPITER, FL|JUPITER, FL|PALM BEACH GARDENS, FL|CORAL GABLES, FL|HOBE SOUND, FL|FORT LAUDERDALE, FL|TAMPA, FL|PALM BEACH GARDENS, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jul 11, 2001 | Apr 20, 2016 | no | PALM BEACH GARDENS, FL|PALM BEACH GARDENS, FL|BOCA RATON, FL|PALM BEACH GARDENS, FL|WEST PALM BEACH, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | WELLS FARGO ADVISORS | Jul 2, 2026 | Jul 1, 2026 | -1 | Firm change | Ibd to wirehouse |
| SUNTRUST INVESTMENT SERVICES, INC. | TRUIST ADVISORY SERVICES, INC. | Dec 31, 2016 | Aug 26, 2016 | -127 | Bulk transfer | Other |
| WELLS FARGO ADVISORS | SUNTRUST INVESTMENT SERVICES, INC. | Apr 20, 2016 | Apr 21, 2016 | 1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 283390:11025:FL:2026-07-01 | Jul 2, 2026 | Jul 1, 2026 | PALM BEACH GARDENS, FL | Firm change |
| 19616:17499:FL:2016-04-20 | Apr 20, 2016 | Apr 21, 2016 | WEST PALM BEACH, FL | Firm change |