DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at WELLS FARGO ADVISORS
BOSTON, MA
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 | Jun 4, 2015 | n/a | yes | BOSTON, MA | Current employment |
| MORGAN STANLEY | Wirehouse | Dec 8, 2014 | Apr 17, 2015 | no | Boston, MA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 26, 2013 | Oct 2, 2014 | no | ALBUQUERQUE, NM|CHANDLER, AZ|CHANDLER, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | WELLS FARGO ADVISORS | Apr 17, 2015 | Jun 4, 2015 | 48 | Firm change | Wirehouse to wirehouse |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | Oct 2, 2014 | Dec 8, 2014 | 67 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149777:19616:MA:2015-04-17 | Apr 17, 2015 | Jun 4, 2015 | BOSTON, MA | Firm change |