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Advisor at WELLS FARGO ADVISORS
EDMOND, OK | SAN ANTONIO , TX
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 | May 16, 2025 | n/a | yes | EDMOND, OK|SAN ANTONIO , TX | Current employment |
| VENTURI PRIVATE WEALTH | Independent wealth | Sep 21, 2018 | May 21, 2025 | no | Oklahoma City, OK|BOISE, ID | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Oct 4, 2013 | Sep 25, 2018 | no | EDMOND, OK | Previous registration |
| RBC CAPITAL MARKETS, LLC | National bd RIA | May 20, 2008 | Oct 31, 2013 | no | JACKSONVILLE, FL|OKLAHOMA CITY, OK | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Mar 27, 1995 | Jun 5, 2008 | no | PONTE VEDRA BEACH, FL|PONTE VEDRA BEACH, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VENTURI PRIVATE WEALTH | WELLS FARGO ADVISORS | May 21, 2025 | May 16, 2025 | -5 | Firm change | RIA to wirehouse |
| WELLS FARGO ADVISORS | VENTURI PRIVATE WEALTH | Sep 25, 2018 | Sep 21, 2018 | -4 | Firm change | Wirehouse to RIA |
| RBC CAPITAL MARKETS, LLC | WELLS FARGO ADVISORS | Oct 31, 2013 | Oct 4, 2013 | -27 | Firm change | Ibd to wirehouse |
| CITIGROUP GLOBAL MARKETS INC. | RBC CAPITAL MARKETS, LLC | Jun 5, 2008 | May 20, 2008 | -16 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:169576:OK:2018-09-25 | Sep 25, 2018 | Sep 21, 2018 | EDMOND, OK | Firm change |