DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MAYFLOWER ADVISORS
BOSTON, MA
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 |
|---|---|---|---|---|---|---|
| MAYFLOWER ADVISORS | Mixed wealth | Oct 20, 2021 | n/a | yes | BOSTON, MA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Oct 16, 2017 | Aug 7, 2020 | no | BOSTON, MA | Previous registration |
| HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC. | Former SEC adviser | Feb 1, 2013 | Oct 2, 2017 | no | GLASTONBURY, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | MAYFLOWER ADVISORS | Aug 7, 2020 | Oct 20, 2021 | 439 | Firm change after gap | Wirehouse to RIA |
| HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC. | WELLS FARGO ADVISORS | Oct 2, 2017 | Oct 16, 2017 | 14 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 11025:307857:MA:2020-08-07 | Aug 7, 2020 | Oct 20, 2021 | BOSTON, MA | Firm change after gap |