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Advisor at WELLS FARGO ADVISORS
ASHEVILLE, NC
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 | Sep 10, 2026 | n/a | yes | ASHEVILLE, NC | Current employment |
| OPPENHEIMER & CO. INC. | Bd affiliated wealth | Feb 19, 2020 | Jun 3, 2022 | no | NORTH PALM BEACH, FL | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Feb 19, 2020 | no | West Palm Beach, FL | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Jan 24, 1995 | Jun 1, 2009 | no | WEST PALM BEACH, FL|WEST PALM BEACH, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OPPENHEIMER & CO. INC. | WELLS FARGO ADVISORS | Jun 3, 2022 | Sep 10, 2026 | 1,560 | Firm change after gap | Ibd to wirehouse |
| MORGAN STANLEY | OPPENHEIMER & CO. INC. | Feb 19, 2020 | Feb 19, 2020 | 0 | Firm change | Wirehouse to ibd |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |