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Advisor at WELLS FARGO ADVISORS
MIAMI, FL | CORAL GABLES, FL
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 | Mar 31, 2026 | n/a | yes | MIAMI, FL|CORAL GABLES, FL|CORAL GABLES, FL | Current employment |
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Aug 11, 2021 | Dec 31, 2024 | no | MALVERN, PA | Previous registration |
| CITIZENS SECURITIES, INC. | Bd affiliated wealth | Apr 7, 2021 | Jul 22, 2021 | no | CONSHOHOCKEN, PA|HADDON HEIGHTS, NJ | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Feb 19, 2021 | Mar 30, 2021 | no | HIALEAH, FL|FORT LAUDERDALE, FL|PHILADELPHIA, PA|WAYNE, PA|BALA CYNWYD, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VANGUARD ADVISERS, INC. | WELLS FARGO ADVISORS | Dec 31, 2024 | Mar 31, 2026 | 455 | Firm change after gap | Ibd to wirehouse |
| CITIZENS SECURITIES, INC. | VANGUARD ADVISERS, INC. | Jul 22, 2021 | Aug 11, 2021 | 20 | Firm change | Ibd to ibd |
| WELLS FARGO ADVISORS | CITIZENS SECURITIES, INC. | Mar 30, 2021 | Apr 7, 2021 | 8 | Firm change | Wirehouse to ibd |