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Advisor at W•••••• S••••••••• I•••
Greensboro, NC
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 |
|---|---|---|---|---|---|---|
| W•••••• S••••••••• I••• | Bd affiliated wealth | Sep 4, 2026 | n/a | yes | Greensboro, NC | Current employment |
| U•• F•••••••• S••••••• I••• | Wirehouse | Jan 28, 2013 | n/a | yes | GREENSBORO, NC|Lewisville, NC | Current employment |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| U•• F•••••••• S••••••• I••• | W•••••• S••••••••• I••• | Sep 15, 2026 | Sep 4, 2026 | -11 | Firm change | Wirehouse to ibd |
| W•••• F•••• A••••••• | U•• F•••••••• S••••••• I••• | Jan 29, 2013 | Jan 28, 2013 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8174:877:NC:2026-09-15 | Sep 15, 2026 | Sep 4, 2026 | LEWISVILLE, NC | Firm change |
| U•• F•••••••• S••••••• I••• |
| Wirehouse |
| Jan 28, 2013 |
| Sep 15, 2026 |
| no |
| WINSTON-SALEM, NC|RALEIGH, NC|GREENSBORO, NC|Lewisville, NC |
| Previous registration |
| W•••• F•••• A••••••• | Wirehouse | Nov 22, 2011 | Jan 29, 2013 | no | WINSTON SALEM, NC|WINSTON SALEM, NC | Previous registration |
| W•••• F•••• A••••••• | Wirehouse | Nov 22, 2011 | Jan 29, 2013 | no | WINSTON SALEM, NC|WINSTON SALEM, NC | Previous registration |
| -1 |
| Firm change |
| Wirehouse to wirehouse |