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Advisor at WELLS FARGO ADVISORS
WINTER PARK, FL | CLERMONT, 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 | Apr 2, 2025 | n/a | yes | CLERMONT, FL|WINTER PARK, FL | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Sep 10, 2013 | Apr 3, 2025 | no | WINTER GARDEN, FL|CLERMONT, FL|CLERMONT, FL | Previous registration |
| FIFTH THIRD SECURITIES, INC. | Bd affiliated wealth | Mar 19, 2012 | Aug 30, 2013 | no | OVIEDO, FL|MAITLAND, FL|ALTAMONTE SPRINGS, FL|ORLANDO, FL|OVIEDO, FL|ORLANDO, FL|WINTER PARK, FL|ORLANDO, FL|WINTER PARK, FL|ORLANDO, FL|ALTAMONTE SPRINGS, FL|ALTAMONTE SPRINGS, FL|APOPKA, FL|ORLANDO, FL|ORLANDO, FL|MAITLAND, FL|CASSELBERRY, FL | Previous registration |
| LANARK FINANCIAL, INC. | Bd affiliated wealth | Apr 7, 2011 | Mar 5, 2012 | no | KISSIMMEE, FL | Previous registration |
| OSAIC INSTITUTIONS, INC. | Bd affiliated wealth | Feb 15, 2006 | Mar 25, 2011 | no | KISSIMMEE, FL | Previous registration |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Feb 5, 2004 | Feb 24, 2006 | no | ORLANDO, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | WELLS FARGO ADVISORS | Apr 3, 2025 | Apr 2, 2025 | -1 | Firm change | Wirehouse to wirehouse |
| FIFTH THIRD SECURITIES, INC. | J.P. MORGAN SECURITIES LLC | Aug 30, 2013 | Sep 10, 2013 | 11 | Firm change | Other |
| LANARK FINANCIAL, INC. | FIFTH THIRD SECURITIES, INC. | Mar 5, 2012 | Mar 19, 2012 | 14 | Firm change | Other |
| OSAIC INSTITUTIONS, INC. | LANARK FINANCIAL, INC. | Mar 25, 2011 | Apr 7, 2011 | 13 | Firm change | Other |
| VALIC FINANCIAL ADVISORS, INC. | OSAIC INSTITUTIONS, INC. | Feb 24, 2006 | Feb 15, 2006 | -9 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 79:19616:FL:2025-03-28 | Apr 3, 2025 | Apr 2, 2025 | CLERMONT, FL | Firm change |