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Advisor at JOYCE WEALTH MANAGEMENT, LLC
HOUSTON, 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 |
|---|---|---|---|---|---|---|
| JOYCE WEALTH MANAGEMENT, LLC | Independent wealth | May 2, 2023 | n/a | yes | HOUSTON, TX | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | May 23, 2013 | May 8, 2023 | no | HOUSTON, TX | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jul 17, 1992 | May 31, 2013 | no | HOUSTON, TX|HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | JOYCE WEALTH MANAGEMENT, LLC | May 8, 2023 | May 2, 2023 | -6 | Firm change | Wirehouse to new firm |
| UBS FINANCIAL SERVICES INC. | WELLS FARGO ADVISORS | May 31, 2013 | May 23, 2013 | -8 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 11025:325221:TX:2023-05-08 | May 8, 2023 | May 2, 2023 | HOUSTON, TX | Firm change |