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Advisor at OPENARC CORPORATE ADVISORY, LLC
ATLANTA, GA
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 |
|---|---|---|---|---|---|---|
| OPENARC CORPORATE ADVISORY, LLC | Independent wealth | Oct 16, 2025 | n/a | yes | ATLANTA, GA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Nov 29, 2023 | Sep 26, 2025 | no | ATLANTA, GA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Sep 30, 2022 | Nov 2, 2023 | no | ATLANTA, GA|PEACHTREE CITY, GA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jun 22, 2021 | Sep 30, 2022 | no | ATLANTA, GA|ATLANTA, GA|CHAMBLEE, GA|ATLANTA, GA|ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | OPENARC CORPORATE ADVISORY, LLC | Sep 26, 2025 | Oct 16, 2025 | 20 | Firm change | Wirehouse to RIA |
| WELLS FARGO ADVISORS | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Nov 2, 2023 | Nov 29, 2023 | 27 | Firm change | Wirehouse to wirehouse |
| WELLS FARGO ADVISORS | WELLS FARGO ADVISORS | Sep 30, 2022 | Sep 30, 2022 | 0 | Channel change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:336837:GA:2025-09-24 | Sep 26, 2025 | Oct 16, 2025 | ATLANTA, GA | Firm change |
| 19616:11025:GA:2022-09-30 | Sep 30, 2022 | Sep 30, 2022 | ATLANTA, GA | Firm change |