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Advisor at WELLS FARGO ADVISORS
CHALFONT, PA | RADNOR, PA
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 | May 3, 2024 | n/a | yes | CHALFONT, PA|RADNOR, PA | Current employment |
| CITIZENS SECURITIES, INC. | Bd affiliated wealth | Mar 12, 2020 | Jan 5, 2021 | no | WARMINSTER, PA|JAMISON, PA|WARRINGTON, PA|CONSHOHOCKEN, PA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 5, 2017 | Mar 10, 2020 | no | DOYLESTOWN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CITIZENS SECURITIES, INC. | WELLS FARGO ADVISORS | Jan 5, 2021 | May 3, 2024 | 1,214 | Firm change after gap | Ibd to wirehouse |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | CITIZENS SECURITIES, INC. | Mar 10, 2020 | Mar 12, 2020 | 2 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 39550:19616:PA:2020-12-31 | Jan 5, 2021 | May 3, 2024 | CONSHOHOCKEN, PA | Firm change after gap |