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Reading the graph
Advisor at &PARTNERS
Torrance, CA | Clayton, MO
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 | Aug 21, 2025 | n/a | yes | Clayton, MO|Torrance, CA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jun 30, 2017 | Aug 26, 2025 | no | TORRANCE, CA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 11, 2003 | Jul 17, 2017 | no | TORRANCE, CA|LONG BEACH, CA|EL SEGUNDO, CA|ROLLING HILLS ESTATES, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | &partners | Aug 26, 2025 | Aug 21, 2025 | -5 | Firm change | Wirehouse to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | WELLS FARGO ADVISORS | Jul 17, 2017 | Jun 30, 2017 | -17 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 11025:3767:CA:2025-08-26 | Aug 26, 2025 | Aug 21, 2025 | TORRANCE, CA | Firm change |
| 7691:11025:CA:2017-07-10 | Jul 17, 2017 | Jun 30, 2017 | ROLLING HILLS ESTATES, CA | Firm change |