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Advisor at VINTAGE ASSET MANAGEMENT, LLC
PORTLAND, OR
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 |
|---|---|---|---|---|---|---|
| VINTAGE ASSET MANAGEMENT, LLC | State registered | Dec 13, 2024 | n/a | yes | PORTLAND, OR | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jan 3, 2011 | Feb 27, 2017 | no | PORTLAND, OR|PORTLAND, OR|VANCOUVER, WA|VANCOUVER, WA | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | Apr 24, 2002 | Jan 3, 2011 | no | PORTLAND, OR|PORTLAND, OR|PORTLAND, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | VINTAGE ASSET MANAGEMENT, LLC | Feb 27, 2017 | Dec 13, 2024 | 2,846 | Firm change after gap | Wirehouse to state RIA |
| WELLS FARGO INVESTMENTS, LLC | WELLS FARGO ADVISORS | Jan 3, 2011 | Jan 3, 2011 | 0 | Bulk transfer | Other |