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Advisor at WELLS FARGO ADVISORS
BOCA RATON, 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 | Jul 1, 2026 | n/a | yes | BOCA RATON, FL | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jan 11, 2018 | May 14, 2026 | no | FORT LAUDERDALE, FL|PALM BEACH GARDENS, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Sep 25, 2009 | Jan 14, 2016 | no | AVENTURA, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Aug 18, 2006 | Sep 28, 2009 | no | MIAMI, FL|AVENTURA, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 8, 2004 | Jan 10, 2005 | no | AVENTURA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | WELLS FARGO ADVISORS | May 14, 2026 | Jul 1, 2026 | 48 | Channel change | Wirehouse to wirehouse |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | WELLS FARGO ADVISORS | Sep 28, 2009 | Sep 25, 2009 | -3 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:11025:FL:2026-05-14 | May 14, 2026 | Jul 1, 2026 | PALM BEACH GARDENS, FL | Firm change |