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Advisor at WELLS FARGO ADVISORS
FRISCO, TX | MCKINNEY, TX | FORT WORTH, 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 |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | Wirehouse | Nov 30, 2018 | n/a | yes | FORT WORTH, TX|MCKINNEY, TX|MCKINNEY, TX|FRISCO, TX | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 21, 2011 | Dec 3, 2018 | no | MCKINNEY, TX | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Oct 8, 2007 | Apr 6, 2009 | no | MCKINNEY, TX|FRISCO, TX|ADDISON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | WELLS FARGO ADVISORS | Dec 3, 2018 | Nov 30, 2018 | -3 | Firm change | Wirehouse to wirehouse |
| WELLS FARGO ADVISORS | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Apr 6, 2009 | Jun 21, 2011 | 806 | Firm change after gap | Wirehouse to wirehouse |