DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at WELLS FARGO ADVISORS
OAKBROOK TERRACE, IL | Clearwater, 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 | Apr 12, 2024 | n/a | yes | OAKBROOK TERRACE, IL|Clearwater, FL | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Nov 24, 2014 | Apr 12, 2024 | no | SUN CITY CENTER, FL|ST. PETERSBURG, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jul 25, 2006 | Nov 26, 2014 | no | SAINT PETERSBURG, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jan 20, 2000 | Jul 21, 2006 | no | SUN CITY CENTER, FL|SUN CITY CENTER, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | WELLS FARGO ADVISORS | Apr 12, 2024 | Apr 12, 2024 | 0 | Channel change | Wirehouse to wirehouse |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | WELLS FARGO ADVISORS | Nov 26, 2014 | Nov 24, 2014 | -2 | Firm change | Wirehouse to wirehouse |
| WELLS FARGO ADVISORS | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Jul 21, 2006 | Jul 25, 2006 | 4 | Firm change | Wirehouse to wirehouse |