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Reading the graph
Advisor at WELLS FARGO ADVISORS
CAMARILLO, CA | ST. LOUIS, MO | WESTLAKE VILLAGE, CA
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 30, 2026 | n/a | yes | WESTLAKE VILLAGE, CA|ST. LOUIS, MO | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Aug 7, 2018 | n/a | yes | WESTLAKE VILLAGE, CA|CAMARILLO, CA | Current employment |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Jul 8, 1997 | Jul 26, 2018 | no | WOODLAND HILLS, CA|Woodland Hills, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | WELLS FARGO ADVISORS | Jul 26, 2018 | Aug 7, 2018 | 12 | Firm change | Ibd to wirehouse |