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Advisor at WELLS FARGO ADVISORS
ASHBURN, VA
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 | Jul 17, 2024 | n/a | yes | ASHBURN, VA | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Feb 21, 2014 | Aug 1, 2024 | no | LANSDOWNE, VA|Herndon, VA | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | May 20, 2009 | Feb 28, 2014 | no | LANSDOWNE, VA|FALLS CHURCH, VA|LANSDOWNE, VA | Previous registration |
| VOYA FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Feb 8, 2007 | Jun 16, 2009 | no | LEESBURG, VA|ASHBURN, VA|LEESBURG, VA|LANSDOWNE, VA | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Jul 2, 2004 | Oct 19, 2006 | no | ASHBURN, VA|LEESBURG, VA|ASHBURN, VA|STERLING, VA|RESTON, VA|RESTON, VA|VIENNA, VA|LAUREL, MD|RESTON, VA|BRISTOW, VA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Feb 22, 2002 | Jun 21, 2004 | no | RESTON, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | WELLS FARGO ADVISORS | Aug 1, 2024 | Jul 17, 2024 | -15 | Firm change | Ibd to wirehouse |
| EQUITABLE ADVISORS, LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Feb 28, 2014 | Feb 21, 2014 | -7 | Firm change | Other |
| VOYA FINANCIAL ADVISORS, INC. | EQUITABLE ADVISORS, LLC | Jun 16, 2009 | May 20, 2009 | -27 | Firm change | Other |
| SUNTRUST INVESTMENT SERVICES, INC. | VOYA FINANCIAL ADVISORS, INC. | Oct 19, 2006 | Feb 8, 2007 | 112 | Firm change | Other |
| WELLS FARGO ADVISORS | SUNTRUST INVESTMENT SERVICES, INC. | Jun 21, 2004 | Jul 2, 2004 | 11 | Firm change | Other |