DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at WELLS FARGO ADVISORS
PURCHASE, 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 | May 7, 2025 | n/a | yes | PURCHASE, NY | Current employment |
| PRIVATE ADVISOR GROUP, LLC | Bd affiliated wealth | Oct 8, 2024 | Apr 23, 2025 | no | New Rochelle, NY|MORRISTOWN, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRIVATE ADVISOR GROUP, LLC | WELLS FARGO ADVISORS | Apr 23, 2025 | May 7, 2025 | 14 | Firm change | Ibd to wirehouse |