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Reading the graph
Advisor at WELLS FARGO ADVISORS
STUART, FL | BOCA RATON, FL | DELRAY 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 30, 2024 | n/a | yes | STUART, FL|BOCA RATON, FL|DELRAY BEACH, FL|BOCA RATON, FL | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Feb 14, 2023 | Oct 15, 2024 | no | Miami, FL|MIAMI, FL|FORT LAUDERDALE, FL|MIAMI, FL|NEW YORK, NY|PLANTATION, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | WELLS FARGO ADVISORS | Oct 15, 2024 | Oct 30, 2024 | 15 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:19616:FL:2024-10-08 | Oct 15, 2024 | Oct 30, 2024 | PLANTATION, FL | Firm change |