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Reading the graph
Advisor at &PARTNERS
Clayton, MO | Glen Allen, VA
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 | Jul 30, 2025 | n/a | yes | Glen Allen, VA|Clayton, MO | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Mar 12, 2020 | Jul 30, 2025 | no | RICHMOND, VA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jan 1, 1998 | Mar 12, 2020 | no | RICHMOND, VA|RICHMOND, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | &partners | Jul 30, 2025 | Jul 30, 2025 | 0 | Firm change | Wirehouse to RIA |
| WELLS FARGO ADVISORS | WELLS FARGO ADVISORS | Mar 12, 2020 | Mar 12, 2020 | 0 | Channel change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:11025:VA:2020-03-12 | Mar 12, 2020 | Mar 12, 2020 | RICHMOND, VA | Firm change |