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Advisor at WELLS FARGO ADVISORS
ELLENTON, FL | SARASOTA, 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 | May 20, 2025 | n/a | yes | SARASOTA, FL|ELLENTON, FL | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | May 2, 2023 | May 15, 2025 | no | SARASOTA, FL|ENGLEWOOD, FL|NEW YORK, NY|SARASOTA, FL|SARASOTA, FL|LONGBOAT KEY, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | WELLS FARGO ADVISORS | May 15, 2025 | May 20, 2025 | 5 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:19616:FL:2025-05-02 | May 15, 2025 | May 20, 2025 | LONGBOAT KEY, FL | Firm change |