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Advisor at WELLS FARGO ADVISORS
WESTPORT, CT | OLD GREENWICH, CT
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 | Mar 26, 2026 | n/a | yes | OLD GREENWICH, CT|WESTPORT, CT | Current employment |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Sep 15, 2025 | Mar 11, 2026 | no | TARRYTOWN, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | WELLS FARGO ADVISORS | Mar 11, 2026 | Mar 26, 2026 | 15 | Firm change | Ibd to wirehouse |