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Advisor at MOMENT PARTNERS, LLC
SAN FRANCISCO, CA
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 |
|---|---|---|---|---|---|---|
| MOMENT PARTNERS, LLC | Independent wealth | Nov 18, 2024 | n/a | yes | SAN FRANCISCO, CA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | May 14, 2003 | Nov 27, 2024 | no | SAN FRANCISCO, CA|SAN FRANCISCO, CA|BURLINGAME, CA|Incline Village, NV | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | MOMENT PARTNERS, LLC | Nov 27, 2024 | Nov 18, 2024 | -9 | Firm change | Wirehouse to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:332691:NV:2024-11-27 | Nov 27, 2024 | Nov 18, 2024 | INCLINE VILLAGE, NV | Firm change |