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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)23 years in industry

MOSHE BURSTIN

Advisor at WELLS FARGO ADVISORS

BETHESDA, MD | BOZEMAN, MT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8c45e489-610f-aab4-cd4a-774afe5002a5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 3, 2003 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WELLS FARGO ADVISORS
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 14, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Aug 14, 2003
First registration: Sep 3, 2003
Dual registered: yes, broker-dealer
IAPD individual key: 4462853

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WELLS FARGO ADVISORS	Wirehouse	Mar 20, 2026	n/a	yes	BETHESDA, MD\|BOZEMAN, MT	Current employment
WELLS FARGO ADVISORS	Wirehouse	Mar 10, 2006	Mar 20, 2026	no	BETHESDA, MD\|BETHESDA, MD\|ROCKVILLE, MD\|POTOMAC, MD	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Feb 21, 2006	Apr 5, 2006	no	NEW YORK, NY	Previous registration
LEGG MASON WOOD WALKER, INCORPORATED	n/a	Sep 3, 2003	Feb 21, 2006	no	BETHESDA, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLS FARGO ADVISORS	WELLS FARGO ADVISORS	Mar 20, 2026	Mar 20, 2026	0	Channel change	Wirehouse to wirehouse
CITIGROUP GLOBAL MARKETS INC.	WELLS FARGO ADVISORS	Apr 5, 2006	Mar 10, 2006	-26	Firm change	Other
LEGG MASON WOOD WALKER, INCORPORATED	CITIGROUP GLOBAL MARKETS INC.	Feb 21, 2006	Feb 21, 2006	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
19616:11025:MD:2026-03-20	Mar 20, 2026	Mar 20, 2026	POTOMAC, MD	Firm change

Relationships

Registered with (4)

→ WELLS FARGO ADVISORSRegistered adviserregistration: current employment
Mar 20, 2026 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Mar 10, 2006 to Mar 20, 2026factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Feb 21, 2006 to Apr 5, 2006factForm ADV
→ LEGG MASON WOOD WALKER, INCORPORATEDRegistered adviserregistration: previous registration
Sep 3, 2003 to Feb 21, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8c45e489-610f-aab4-cd4a-774afe5002a5
First observed: Sep 3, 2003
Last observed: Sep 15, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MOSHE BURSTIN

Advisor at WELLS FARGO ADVISORS

BETHESDA, MD | BOZEMAN, MT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8c45e489-610f-aab4-cd4a-774afe5002a5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:02 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

WELLS FARGO ADVISORS

Wirehouse

Mar 20, 2026

n/a

yes

BETHESDA, MD|BOZEMAN, MT

Current employment

WELLS FARGO ADVISORS

Wirehouse

Mar 10, 2006

Mar 20, 2026

BETHESDA, MD|BETHESDA, MD|ROCKVILLE, MD|POTOMAC, MD

Previous registration

CITIGROUP GLOBAL MARKETS INC.

Bd affiliated wealth

Feb 21, 2006

Apr 5, 2006

NEW YORK, NY

Previous registration

LEGG MASON WOOD WALKER, INCORPORATED

n/a

Sep 3, 2003

Feb 21, 2006

BETHESDA, MD

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WELLS FARGO ADVISORS

Mar 20, 2026

Channel change

Wirehouse to wirehouse

CITIGROUP GLOBAL MARKETS INC.

WELLS FARGO ADVISORS

Apr 5, 2006

Mar 10, 2006

-26

Firm change

Other

LEGG MASON WOOD WALKER, INCORPORATED

CITIGROUP GLOBAL MARKETS INC.

Feb 21, 2006

Bulk transfer

Other

Team

Left

Joined

From

Kind

19616:11025:MD:2026-03-20

Mar 20, 2026

POTOMAC, MD

Firm change