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Advisor at IRONBRIDGE PRIVATE WEALTH, LLC
AUSTIN, TX
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 |
|---|---|---|---|---|---|---|
| IRONBRIDGE PRIVATE WEALTH, LLC | Independent wealth | Jul 11, 2018 | n/a | yes | AUSTIN, TX | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jan 3, 2011 | Jun 19, 2018 | no | MINNEAPOLIS, MN|AUSTIN, TX|CHARLOTTE, NC|MINNEAPOLIS, MN | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | Mar 5, 2004 | Jan 3, 2011 | no | AUSTIN, TX|AUSTIN, TX | Previous registration |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | n/a | Dec 16, 2002 | Feb 9, 2004 | no | AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | IRONBRIDGE PRIVATE WEALTH, LLC | Jun 19, 2018 | Jul 11, 2018 | 22 | Firm change | Other |
| WELLS FARGO INVESTMENTS, LLC | WELLS FARGO ADVISORS | Jan 3, 2011 | Jan 3, 2011 | 0 | Bulk transfer | Other |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | WELLS FARGO INVESTMENTS, LLC | Feb 9, 2004 | Mar 5, 2004 | 25 | Firm change | Other |