DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at WELLS FARGO ADVISORS
PALM BEACH GARDENS, FL | OLD GREENWICH, CT
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 | Jul 1, 2026 | n/a | yes | PALM BEACH GARDENS, FL|OLD GREENWICH, CT | Current employment |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Aug 16, 2016 | Jul 2, 2026 | no | PALM BEACH GARDENS, FL|JUPITER, FL|JUPITER, FL | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Apr 21, 2016 | Dec 31, 2016 | no | CORAL GABLES, FL|PALM BEACH GARDENS, FL|JUPITER, FL|PALM BEACH, FL|JUPITER, FL|JUPITER, FL|TAMPA, FL|FORT LAUDERDALE, FL|PALM BEACH GARDENS, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jul 3, 2002 | Apr 20, 2016 | no | PALM BEACH GARDENS, FL|BOCA RATON, FL|PALM BEACH GARDENS, FL|PALM BEACH GARDENS, FL|WEST PALM BEACH, FL|PALM BEACH GARDENS, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | WELLS FARGO ADVISORS | Jul 2, 2026 | Jul 1, 2026 | -1 | Firm change | Ibd to wirehouse |
| SUNTRUST INVESTMENT SERVICES, INC. | TRUIST ADVISORY SERVICES, INC. | Dec 31, 2016 | Aug 16, 2016 | -137 | Bulk transfer | Other |
| WELLS FARGO ADVISORS | SUNTRUST INVESTMENT SERVICES, INC. | Apr 20, 2016 | Apr 21, 2016 | 1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 283390:11025:FL:2026-07-01 | Jul 2, 2026 | Jul 1, 2026 | PALM BEACH GARDENS, FL | Firm change |
| 19616:17499:FL:2016-04-20 | Apr 20, 2016 | Apr 21, 2016 | PALM BEACH GARDENS, FL | Firm change |