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Advisor at WELLS FARGO ADVISORS
WALNUT CREEK, CA
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 14, 2026 | n/a | yes | WALNUT CREEK, CA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 25, 2018 | Apr 15, 2026 | no | SAN FRANCISCO, CA | Previous registration |
| DESTINATION WEALTH MANAGEMENT | Independent wealth | Sep 25, 2017 | Oct 23, 2018 | no | WALNUT CREEK, CA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 20, 2017 | Sep 5, 2017 | no | SAN FRANCISCO, CA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | May 2, 2016 | Mar 14, 2017 | no | WALNUT CREEK, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | WELLS FARGO ADVISORS | Apr 15, 2026 | Apr 14, 2026 | -1 | Firm change | Wirehouse to wirehouse |
| DESTINATION WEALTH MANAGEMENT | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Oct 23, 2018 | Oct 25, 2018 | 2 | Firm change | RIA to wirehouse |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | DESTINATION WEALTH MANAGEMENT | Sep 5, 2017 | Sep 25, 2017 | 20 | Firm change | Other |
| WELLS FARGO ADVISORS | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Mar 14, 2017 | Mar 20, 2017 | 6 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:19616:CA:2026-04-08 | Apr 15, 2026 | Apr 14, 2026 | SAN FRANCISCO, CA | Firm change |