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Advisor at WELLS FARGO ADVISORS
JACKSONVILLE, FL | JACKSONVILLE BEACH, FL | ATLANTIC 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 | Oct 31, 2023 | n/a | yes | JACKSONVILLE BEACH, FL|JACKSONVILLE BEACH, FL|JACKSONVILLE, FL|ATLANTIC BEACH, FL | Current employment |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Aug 23, 2021 | Nov 1, 2023 | no | FLEMING ISLAND, FL|AMELIA ISLAND, FL|JACKSONVILLE, FL|FERNANDINA BEACH, FL|Jacksonville, FL|JACKSONVILLE, FL|PONTE VEDRA BEACH, FL|Jacksonville, FL|JACKSONVILLE, FL|Jacksonville, FL|JACKSONVILLE, FL | Previous registration |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | Former SEC adviser | Oct 18, 2017 | Aug 17, 2021 | no | Jacksonville, FL|Jacksonville, FL|Fernandina Beach, FL | Previous registration |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Apr 6, 2015 | Dec 20, 2016 | no | JACKSONVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PNC WEALTH MANAGEMENT | WELLS FARGO ADVISORS | Nov 1, 2023 | Oct 31, 2023 | -1 | Firm change | Ibd to wirehouse |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | PNC WEALTH MANAGEMENT | Aug 17, 2021 | Aug 23, 2021 | 6 | Bulk transfer | Ibd to ibd |
| CETERA INVESTMENT ADVISERS LLC | PNC MANAGED ACCOUNT SOLUTIONS, INC. | Dec 20, 2016 | Oct 18, 2017 | 302 | Firm change | Other |