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Reading the graph
Advisor at WELLS FARGO ADVISORS
PHILADELPHIA, PA | SOUTHAMPTON, PA
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 | Dec 18, 2025 | n/a | yes | SOUTHAMPTON, PA|PHILADELPHIA, PA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 23, 2023 | Aug 20, 2025 | no | PRINCETON, NJ | Previous registration |
| DALZELL TRADING, LLC | n/a | Sep 4, 2020 | Mar 2, 2023 | no | Robbinville, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | WELLS FARGO ADVISORS | Aug 20, 2025 | Dec 18, 2025 | 120 | Firm change | Wirehouse to wirehouse |
| DALZELL TRADING, LLC | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Mar 2, 2023 | Mar 23, 2023 | 21 | Firm change | Other |