DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at WELLS FARGO ADVISORS
DEERFIELD BEACH, FL | BOCA RATON, FL | STUART, FL
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 | Sep 2, 2025 | n/a | yes | DEERFIELD BEACH, FL|BOCA RATON, FL|DEERFIELD BEACH, FL|STUART, FL | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Apr 5, 2023 | Sep 3, 2025 | no | DELRAY BEACH, FL|BOYNTON BEACH, FL|BOYNTON BEACH, FL|BOCA RATON, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Dec 16, 2020 | Apr 10, 2023 | no | FORT LAUDERDALE, FL|NEW YORK, NY|TAMARAC, FL|BOCA RATON, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | WELLS FARGO ADVISORS | Sep 3, 2025 | Sep 2, 2025 | -1 | Firm change | Wirehouse to wirehouse |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | J.P. MORGAN SECURITIES LLC | Apr 10, 2023 | Apr 5, 2023 | -5 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 79:19616:FL:2025-08-22 | Sep 3, 2025 | Sep 2, 2025 | BOCA RATON, FL | Firm change |
| 7691:79:FL:2023-04-10 | Apr 10, 2023 | Apr 5, 2023 | BOCA RATON, FL | Firm change |