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Advisor at WELLS FARGO ADVISORS
DAYTON, OH | DUBLIN, OH
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 10, 2025 | n/a | yes | DUBLIN, OH|DAYTON, OH | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jul 1, 2003 | Mar 6, 2025 | no | DAYTON, OH|MIAMISBURG, OH | Previous registration |
| PRUDENTIAL EQUITY GROUP, LLC | n/a | Apr 19, 2000 | Jul 1, 2003 | no | DAYTON, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | WELLS FARGO ADVISORS | Mar 6, 2025 | Mar 10, 2025 | 4 | Channel change | Wirehouse to wirehouse |
| PRUDENTIAL EQUITY GROUP, LLC | WELLS FARGO ADVISORS | Jul 1, 2003 | Jul 1, 2003 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:11025:OH:2025-03-06 | Mar 6, 2025 | Mar 10, 2025 | MIAMISBURG, OH | Firm change |