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.

Current firm

WELLS FARGO ADVISORS

Current firm class

wirehousederived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Apr 25, 1994earliest registration or exam on IAPD

Years in industry

32derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Apr 25, 1994

First registration

Sep 6, 2000

Dual registered

yes, broker-dealer

Other names

KERRY ANN MAHONEY|KERRY ANN MAHONEY

IAPD individual key

2268826

• Occurred

  Nov 17, 2023
  Advisor changed firm

  Kerry Ann Zavory left Ubs Financial Services Inc. for Wells Fargo Advisors (registered 2023-11-09)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7b73f554-6dc2-0e95-b9e9-be3e33567ca0

First observed

Sep 6, 2000

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.