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Advisor at WELLS FARGO ADVISORS
STUART, FL | BOCA RATON, FL | DELRAY BEACH, FL | WELLINGTON, 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 | May 1, 2024 | n/a | yes | WELLINGTON, FL|BOCA RATON, FL|DELRAY BEACH, FL|STUART, FL | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | May 2, 2022 | May 2, 2024 | no | BOCA RATON, FL|DELRAY BEACH, FL|BOCA RATON, FL | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Sep 20, 2019 | Apr 30, 2022 | no | PALM BEACH, FL|BOYNTON BEACH, FL|BOYNTON BEACH, FL|WEST PALM BEACH, FL|WEST PALM BEACH, FL|WEST PALM BEACH, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | WELLS FARGO ADVISORS | May 2, 2024 | May 1, 2024 | -1 | Firm change | Wirehouse to wirehouse |
| J.P. MORGAN SECURITIES LLC | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Apr 30, 2022 | May 2, 2022 | 2 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:19616:FL:2024-05-02 | May 2, 2024 | May 1, 2024 | BOCA RATON, FL | Firm change |
| 79:7691:FL:2022-04-29 | Apr 30, 2022 | May 2, 2022 | WEST PALM BEACH, FL | Firm change |