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Advisor at WELLS FARGO ADVISORS
PANAMA CITY, FL | PANAMA CITY BEACH, FL | SANTA ROSA BEACH, FL | CHIPLEY, FL | BIRMINGHAM, AL | MARIANNA, 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 | Nov 15, 2016 | n/a | yes | PANAMA CITY, FL|PANAMA CITY BEACH, FL|MARIANNA, FL|PANAMA CITY BEACH, FL|CHIPLEY, FL|SANTA ROSA BEACH, FL|BIRMINGHAM, AL | Current employment |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Sep 7, 2016 | Nov 15, 2016 | no | PANAMA CITY, FL|PANAMA CITY, FL|MARIANNA, FL|DEFUNIAK SPRING, FL|MARIANNA, FL|LYNN HAVEN, FL|PANAMA CITY BEACH, FL|SANTA ROSA BEACH, FL | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Mar 5, 2012 | Nov 15, 2016 | no | PANAMA CITY, FL|PANAMA CITY, FL|CALLAWAY, FL|LYNN HAVEN, FL|PANAMA CITY BEACH, FL|SANTA ROSA BEACH, FL|MARIANNA, FL|DEFUNIAK SPRING, FL|MARIANNA, FL | Previous registration |
| HANCOCK WHITNEY INVESTMENT SERVICES INC. | Independent wealth | Apr 14, 2010 | Mar 2, 2012 | no | PANAMA CITY, FL|NEW ORLEANS, LA|PANAMA CITY, FL|PANAMA CITY, FL|PANAMA CITY, FL|PANAMA CITY, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Nov 20, 2008 | Dec 31, 2009 | no | DESTIN, FL|JACKSONVILLE, FL|BIRMINGHAM, AL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SUNTRUST INVESTMENT SERVICES, INC. | TRUIST ADVISORY SERVICES, INC. | Nov 15, 2016 | Sep 7, 2016 | -69 | Firm change after gap | Other |
| TRUIST ADVISORY SERVICES, INC. | WELLS FARGO ADVISORS | Nov 15, 2016 | Nov 15, 2016 | 0 | Firm change | Other |
| HANCOCK WHITNEY INVESTMENT SERVICES INC. | SUNTRUST INVESTMENT SERVICES, INC. | Mar 2, 2012 | Mar 5, 2012 | 3 | Firm change | Other |
| WELLS FARGO ADVISORS | HANCOCK WHITNEY INVESTMENT SERVICES INC. | Dec 31, 2009 | Apr 14, 2010 | 104 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 17499:283390:FL:2016-11-15 | Nov 15, 2016 | Sep 7, 2016 | MARIANNA, FL | Firm change after gap |
| 283390:19616:FL:2016-11-15 | Nov 15, 2016 | Nov 15, 2016 | SANTA ROSA BEACH, FL | Firm change |