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Advisor at WELLS FARGO ADVISORS
NEW YORK, NY
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 30, 2025 | n/a | yes | NEW YORK, NY | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Nov 24, 2021 | Apr 16, 2025 | no | New York, NY | Previous registration |
| OPPENHEIMER & CO. INC. | Bd affiliated wealth | Jan 24, 2020 | Oct 29, 2021 | no | NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | WELLS FARGO ADVISORS | Apr 16, 2025 | Apr 30, 2025 | 14 | Firm change | Wirehouse to wirehouse |
| OPPENHEIMER & CO. INC. | J.P. MORGAN SECURITIES LLC | Oct 29, 2021 | Nov 24, 2021 | 26 | Firm change | Ibd to wirehouse |