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Advisor at WELLS FARGO ADVISORS
ST. LOUIS, MO | CHARLOTTE, NC
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 | Jan 16, 2026 | n/a | yes | ST. LOUIS, MO|CHARLOTTE, NC | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Sep 28, 2021 | Dec 18, 2025 | no | FORT MILL, SC|CHARLOTTE, NC | Previous registration |
| MORGAN STANLEY | Wirehouse | Oct 18, 2020 | Sep 22, 2021 | no | Columbus, OH|Columbus, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | WELLS FARGO ADVISORS | Dec 18, 2025 | Jan 16, 2026 | 29 | Firm change | Ibd to wirehouse |
| MORGAN STANLEY | LPL FINANCIAL LLC | Sep 22, 2021 | Sep 28, 2021 | 6 | Firm change | Wirehouse to ibd |