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Advisor at WELLS FARGO ADVISORS
BIRMINGHAM, MI
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 | May 3, 2016 | n/a | yes | BIRMINGHAM, MI | Current employment |
| LEBENTHAL WEALTH ADVISORS, LLC | Former SEC adviser | May 4, 2015 | May 6, 2016 | no | BIRMINGHAM, MI|NEW YORK, NY | Previous registration |
| MORGAN STANLEY | Wirehouse | Oct 20, 2010 | Jan 27, 2015 | no | Bloomfield Hills, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LEBENTHAL WEALTH ADVISORS, LLC | WELLS FARGO ADVISORS | May 6, 2016 | May 3, 2016 | -3 | Firm change | Other |
| MORGAN STANLEY | LEBENTHAL WEALTH ADVISORS, LLC | Jan 27, 2015 | May 4, 2015 | 97 | Firm change | Other |