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Advisor at WELLS FARGO ADVISORS
KNOXVILLE, 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 |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | Wirehouse | Apr 6, 2023 | n/a | yes | KNOXVILLE, TN | Current employment |
| VISIONARY HORIZONS, LLC | Independent wealth | Feb 6, 2022 | Jun 8, 2023 | no | Knoxville, TN|KNOXVILLE, TN | Previous registration |
| EDWARD JONES | National bd RIA | Jul 31, 2014 | Jan 5, 2022 | no | OAK RIDGE, TN | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Dec 14, 2004 | May 10, 2005 | no | KNOXVILLE, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VISIONARY HORIZONS, LLC | WELLS FARGO ADVISORS | Jun 8, 2023 | Apr 6, 2023 | -63 | Firm change after gap | RIA to wirehouse |
| EDWARD JONES | VISIONARY HORIZONS, LLC | Jan 5, 2022 | Feb 6, 2022 | 32 | Firm change | Ibd to RIA |
| SUNTRUST INVESTMENT SERVICES, INC. | EDWARD JONES | May 10, 2005 | Jul 31, 2014 | 3,369 | Firm change after gap | Other |