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Advisor at WELLS FARGO ADVISORS
EL SEGUNDO, 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 | Apr 21, 2025 | n/a | yes | EL SEGUNDO, CA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Nov 8, 2018 | Apr 7, 2025 | no | ROLLING HILLS ESTATES, CA|NEW YORK, NY|TORRANCE, CA|TORRANCE, CA|PALOS VERDES ESTATES, CA|PALOS VERDES ESTATES, CA|TORRANCE, CA|PALOS VERDES ESTATES, CA|REDONDO BEACH, CA|TORRANCE, CA|REDONDO BEACH, CA|GARDENA, CA|TORRANCE, CA|TORRANCE, CA|TORRANCE, CA | Previous registration |
| U.S. BANCORP ADVISORS, LLC | Bd affiliated wealth | Nov 5, 2014 | Sep 19, 2018 | no | LOS ANGELES, CA|Palm Desert, CA|Torrance, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | WELLS FARGO ADVISORS | Apr 7, 2025 | Apr 21, 2025 | 14 | Firm change | Wirehouse to wirehouse |
| U.S. BANCORP ADVISORS, LLC | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Sep 19, 2018 | Nov 8, 2018 | 50 | Firm change | Ibd to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:19616:CA:2025-04-07 | Apr 7, 2025 | Apr 21, 2025 | TORRANCE, CA | Firm change |