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Advisor at ESI FINANCIAL ADVISORS
FAIRFAX, VA | ROANOKE, VA
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 |
|---|---|---|---|---|---|---|
| ESI FINANCIAL ADVISORS | Independent wealth | Jan 26, 2026 | n/a | yes | FAIRFAX, VA|ROANOKE, VA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Aug 14, 2023 | Nov 25, 2025 | no | MCLEAN, VA|GAINESVILLE, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | ESI FINANCIAL ADVISORS | Nov 25, 2025 | Jan 26, 2026 | 62 | Firm change | Wirehouse to RIA |