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Advisor at WELLS FARGO ADVISORS
RENO, NV | LONG BEACH, CA
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 | Jan 20, 2026 | n/a | yes | LONG BEACH, CA|RENO, NV | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jul 14, 2011 | Dec 24, 2025 | no | NEWPORT BEACH, CA|IRVINE, CA|IRVINE, CA|NEWPORT BEACH, CA|IRVINE, CA|IRVINE, CA|BREA, CA|ANAHEIM, CA|ST. LOUIS, MO|Santa Ana, CA | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Mar 16, 2010 | Jul 22, 2011 | no | IRVINE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | WELLS FARGO ADVISORS | Dec 24, 2025 | Jan 20, 2026 | 27 | Channel change | Wirehouse to wirehouse |
| UBS FINANCIAL SERVICES INC. | WELLS FARGO ADVISORS | Jul 22, 2011 | Jul 14, 2011 | -8 | Firm change | Wirehouse to wirehouse |