DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at &PARTNERS
Ann Arbor, MI | NASHVILLE, TN
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 |
|---|---|---|---|---|---|---|
| &partners | Independent wealth | Apr 26, 2024 | n/a | yes | NASHVILLE, TN|NASHVILLE, TN|Ann Arbor, MI | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jul 29, 2011 | May 1, 2024 | no | ANN ARBOR, MI | Previous registration |
| TELEMUS INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Aug 3, 2010 | Sep 18, 2012 | no | SOUTHFIELD, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | &partners | May 1, 2024 | Apr 26, 2024 | -5 | Firm change | Wirehouse to RIA |
| TELEMUS INVESTMENT MANAGEMENT, LLC | WELLS FARGO ADVISORS | Sep 18, 2012 | Jul 29, 2011 | -417 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:3767:MI:2024-04-30 | May 1, 2024 | Apr 26, 2024 | ANN ARBOR, MI | Firm change |