DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at &PARTNERS
Clayton, MO | Waco, TX
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 23, 2026 | n/a | yes | Waco, TX|Clayton, MO | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jan 3, 2011 | Aug 7, 2026 | no | WACO, TX|WACO, TX|AUSTIN, TX|SAN ANTONIO, TX|AUSTIN, TX|FORT WORTH, TX|WACO, TX|WACO, TX | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | Dec 13, 2000 | Jan 3, 2011 | no | WACO, TX|WACO, TX|WACO, TX|WACO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | &partners | Aug 7, 2026 | Jul 23, 2026 | -15 | Firm change | Wirehouse to RIA |
| WELLS FARGO INVESTMENTS, LLC | WELLS FARGO ADVISORS | Jan 3, 2011 | Jan 3, 2011 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:3767:TX:2026-08-03 | Aug 7, 2026 | Jul 23, 2026 | WACO, TX | Firm change |