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Advisor at WEDBUSH SECURITIES INC.
Pasadena, CA | Cleveland, OH
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 |
|---|---|---|---|---|---|---|
| WEDBUSH SECURITIES INC. | Bd affiliated wealth | Sep 3, 2025 | n/a | yes | Pasadena, CA|Cleveland, OH | Current employment |
| MCDONALD PARTNERS LLC | Independent wealth | Dec 6, 2012 | Sep 4, 2025 | no | CLEVELAND, OH|CLEVELAND, OH|CLEVELAND, OH|Cleveland, OH | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Feb 21, 2008 | Dec 12, 2012 | no | CLEVELAND, OH|NAPERVILLE, IL|ORLAND PARK, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MCDONALD PARTNERS LLC | WEDBUSH SECURITIES INC. | Sep 4, 2025 | Sep 3, 2025 | -1 | Firm change | RIA to ibd |
| WELLS FARGO ADVISORS | MCDONALD PARTNERS LLC | Dec 12, 2012 | Dec 6, 2012 | -6 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 135414:877:OH:2025-09-04 | Sep 4, 2025 | Sep 3, 2025 | CLEVELAND, OH | Firm change |