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Advisor at WELLS FARGO ADVISORS
ROSEMARY BEACH, 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 | Jan 16, 2026 | n/a | yes | ROSEMARY BEACH, FL | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Sep 9, 2025 | Dec 16, 2025 | no | OPELIKA, AL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | WELLS FARGO ADVISORS | Dec 16, 2025 | Jan 16, 2026 | 31 | Firm change | Ibd to wirehouse |