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Reading the graph
Advisor at &PARTNERS
Nampa, ID | NASHVILLE, TN
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 | Jan 8, 2024 | n/a | yes | Nampa, ID|NASHVILLE, TN | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jan 3, 2011 | Jan 23, 2024 | no | BOISE, ID|SANTA ROSA, CA|ST. LOUIS, MO|CHARLOTTE, NC|BILLINGS, MT|BILLINGS, MT|BOISE, ID | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | Jan 1, 2002 | Jan 3, 2011 | no | BOISE, ID|BOISE, ID | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | &partners | Jan 23, 2024 | Jan 8, 2024 | -15 | Firm change | Wirehouse to RIA |
| WELLS FARGO INVESTMENTS, LLC | WELLS FARGO ADVISORS | Jan 3, 2011 | Jan 3, 2011 | 0 | Bulk transfer | Other |