DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at WELLS FARGO ADVISORS
SAN ANTONIO , 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 | Aug 19, 2022 | n/a | yes | SAN ANTONIO , TX | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Dec 11, 2009 | Aug 19, 2022 | no | SAN ANTONIO, TX|SAN ANTONIO, TX | Previous registration |
| USAA FINANCIAL PLANNING SERVICES | Former SEC adviser | Sep 2, 2004 | Dec 14, 2009 | no | SAN ANTONIO, TX|SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | WELLS FARGO ADVISORS | Aug 19, 2022 | Aug 19, 2022 | 0 | Channel change | Wirehouse to wirehouse |
| USAA FINANCIAL PLANNING SERVICES | WELLS FARGO ADVISORS | Dec 14, 2009 | Dec 11, 2009 | -3 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:11025:TX:2022-08-04 | Aug 19, 2022 | Aug 19, 2022 | SAN ANTONIO, TX | Firm change |