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Advisor at FIRST NATIONAL ADVISERS, LLC
Kansas City, MO | OMAHA, NE
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 |
|---|---|---|---|---|---|---|
| FIRST NATIONAL ADVISERS, LLC | Mixed wealth | Aug 3, 2026 | n/a | yes | OMAHA, NE|Kansas City, MO | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jul 31, 2018 | Aug 17, 2022 | no | OVERLAND PARK, KS | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 31, 2014 | Aug 3, 2018 | no | CLAYTON, MO|WEBSTER GROVE, MO|CHESTERFIELD, MO|SAINT LOUIS, MO|SAINT LOUIS, MO|SAINT LOUIS, MO|SAINT LOUIS, MO|SAINT LOUIS, MO|SAINT LOUIS, MO | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 28, 2013 | Nov 6, 2014 | no | Clayton, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | FIRST NATIONAL ADVISERS, LLC | Aug 17, 2022 | Aug 3, 2026 | 1,447 | Firm change after gap | Wirehouse to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | WELLS FARGO ADVISORS | Aug 3, 2018 | Jul 31, 2018 | -3 | Firm change | Wirehouse to wirehouse |
| MORGAN STANLEY | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Nov 6, 2014 | Oct 31, 2014 | -6 | Firm change | Wirehouse to wirehouse |