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Advisor at HIRTLE & CO., LLC
SCOTTSDALE, AZ | WEST CONSHOHOCKEN, 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 |
|---|---|---|---|---|---|---|
| HIRTLE & CO., LLC | Other adviser | Jul 23, 2021 | n/a | yes | WEST CONSHOHOCKEN, PA|SCOTTSDALE, AZ | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jan 3, 2011 | Sep 24, 2012 | no | EL SEGUNDO, CA|CHARLOTTE, NC|LOS ANGELES, CA | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | Nov 9, 2010 | Jan 3, 2011 | no | LOS ANGELES, CA|LOS ANGELES, CA | Previous registration |
| NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY) | Former SEC adviser | Jul 6, 2006 | Mar 19, 2010 | no | El Segundo, CA | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | Apr 11, 2005 | Apr 4, 2006 | no | CITY OF INDUSTRY, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | HIRTLE & CO., LLC | Sep 24, 2012 | Jul 23, 2021 | 3,224 | Firm change after gap | Other |
| WELLS FARGO INVESTMENTS, LLC | WELLS FARGO ADVISORS | Jan 3, 2011 | Jan 3, 2011 | 0 | Bulk transfer | Other |
| NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY) | WELLS FARGO INVESTMENTS, LLC | Mar 19, 2010 | Nov 9, 2010 | 235 | Firm change | Other |
| WELLS FARGO INVESTMENTS, LLC | NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY) | Apr 4, 2006 | Jul 6, 2006 | 93 | Firm change | Other |