DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at WELLS FARGO ADVISORS
TAMPA, FL | CLEARWATER, FL
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 | Apr 22, 2024 | n/a | yes | TAMPA, FL|CLEARWATER, FL | Current employment |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Jul 30, 2021 | Apr 30, 2024 | no | Greenwich, CT|Jackson Heights, NY|Bay Shore, NY|Jackson Heights, NY|Greenwich, CT | Previous registration |
| SANTANDER SECURITIES | Bd affiliated wealth | May 28, 2019 | Jul 21, 2021 | no | Woonsocket, RI|Worcester, MA|New York, NY|Framingham, MA|Scotch Plains, NJ|Scotch Plains, NJ|Framingham, MA|BROOKLYN, NY|BROOKLYN, NY|Brooklyn, NY|Brooklyn, NY|South Richmond Hill, NY|Jackson Heights, NY|Long Island City, NY|Long Island City, NY|Astoria, NY|LONG ISLAND CITY, NY|Flushing, NY|BROOKLYN, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CITIGROUP GLOBAL MARKETS INC. | WELLS FARGO ADVISORS | Apr 30, 2024 | Apr 22, 2024 | -8 | Firm change | Ibd to wirehouse |
| SANTANDER SECURITIES | CITIGROUP GLOBAL MARKETS INC. | Jul 21, 2021 | Jul 30, 2021 | 9 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7059:19616:CT:2024-04-12 | Apr 30, 2024 | Apr 22, 2024 | GREENWICH, CT | Firm change |