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Advisor at VANDERBILT ADVISORY SERVICES
Charleston, SC | WOODBURY, NY
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 |
|---|---|---|---|---|---|---|
| VANDERBILT ADVISORY SERVICES | Bd affiliated wealth | Jan 5, 2026 | n/a | yes | Charleston, SC|WOODBURY, NY | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | May 11, 2022 | Apr 2, 2025 | no | NEW YORK, NY|NEW YORK, NY|NEW YORK, NY|Greenwich, CT|HOBOKEN, NJ | Previous registration |
| KEY INVESTMENT SERVICES LLC | Bd affiliated wealth | May 2, 2018 | May 20, 2022 | no | POUGHKEEPSIE, NY|Cohoes, NY|WHITE PLAINS, NY|POUGHKEEPSIE, NY|WHITE PLAINS, NY|Plymouth Meeting, PA|BROOKLYN, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | VANDERBILT ADVISORY SERVICES | Apr 2, 2025 | Jan 5, 2026 | 278 | Firm change | Wirehouse to ibd |
| KEY INVESTMENT SERVICES LLC | WELLS FARGO ADVISORS | May 20, 2022 | May 11, 2022 | -9 | Firm change | Ibd to wirehouse |