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Reading the graph
Advisor at &PARTNERS
Wichita, KS | Clayton, MO | Hewitt, TX
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 |
|---|---|---|---|---|---|---|
| &partners | Independent wealth | Mar 21, 2025 | n/a | yes | Wichita, KS|Hewitt, TX|Clayton, MO | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Mar 27, 2023 | Mar 26, 2025 | no | WICHITA, KS|HEWITT, TX | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Sep 16, 2021 | Apr 3, 2023 | no | Hewitt, TX|Wichita, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | &partners | Mar 26, 2025 | Mar 21, 2025 | -5 | Firm change | Wirehouse to RIA |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | WELLS FARGO ADVISORS | Apr 3, 2023 | Mar 27, 2023 | -7 | Firm change | Ibd to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 11025:3767:KS:2025-03-26 | Mar 26, 2025 | Mar 21, 2025 | WICHITA, KS | Firm change |
| 134139:11025:KS:2023-04-03 | Apr 3, 2023 | Mar 27, 2023 | WICHITA, KS | Firm change |