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Advisor at WELLS FARGO ADVISORS
LAKE OSWEGO, OR | PORTLAND, OR | SPRINGFIELD, OR
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 | May 15, 2025 | n/a | yes | SPRINGFIELD, OR|LAKE OSWEGO, OR|PORTLAND, OR | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Sep 8, 2017 | May 15, 2025 | no | PORTLAND, OR|PORTLAND, OR|PORTLAND, OR|PORTLAND, OR|PORTLAND, OR | Previous registration |
| WORLDVIEW WEALTH ADVISORS | Former SEC adviser | Jan 4, 2007 | Apr 17, 2007 | no | SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | WELLS FARGO ADVISORS | May 15, 2025 | May 15, 2025 | 0 | Channel change | Wirehouse to wirehouse |
| WORLDVIEW WEALTH ADVISORS | WELLS FARGO ADVISORS | Apr 17, 2007 | Sep 8, 2017 | 3,797 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:11025:OR:2025-05-15 | May 15, 2025 | May 15, 2025 | PORTLAND, OR | Firm change |