DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at &PARTNERS
Davidson, NC | Clayton, MO
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 |
|---|---|---|---|---|---|---|
| &partners | Independent wealth | Mar 2, 2026 | n/a | yes | Davidson, NC|Clayton, MO | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Oct 17, 2025 | Feb 23, 2026 | no | CORNELIUS, NC|CHARLOTTE, NC|CHARLOTTE, NC|ST. LOUIS, MO|CHARLOTTE, NC|CHARLOTTE, NC|CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | &partners | Feb 23, 2026 | Mar 2, 2026 | 7 | Firm change | Wirehouse to RIA |