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Advisor at WELLS FARGO ADVISORS
NAPLES, FL
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 | Nov 21, 2024 | n/a | yes | NAPLES, FL | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Oct 4, 2016 | Nov 21, 2024 | no | NAPLES, FL|NAPLES, FL | Previous registration |
| RIVERGLADES FAMILY OFFICES, LLC | Independent wealth | Aug 7, 2014 | Oct 7, 2016 | no | NAPLES, FL | Previous registration |
| ANTONETTI CAPITAL MANAGEMENT, LLC | Independent wealth | Sep 14, 2012 | Aug 1, 2014 | no | NAPLES, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jan 16, 2009 | May 16, 2011 | no | NAPLES, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | WELLS FARGO ADVISORS | Nov 21, 2024 | Nov 21, 2024 | 0 | Channel change | Wirehouse to wirehouse |
| RIVERGLADES FAMILY OFFICES, LLC | WELLS FARGO ADVISORS | Oct 7, 2016 | Oct 4, 2016 | -3 | Firm change | Other |
| ANTONETTI CAPITAL MANAGEMENT, LLC | RIVERGLADES FAMILY OFFICES, LLC | Aug 1, 2014 | Aug 7, 2014 | 6 | Firm change | Other |
| WELLS FARGO ADVISORS | ANTONETTI CAPITAL MANAGEMENT, LLC | May 16, 2011 | Sep 14, 2012 | 487 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:11025:FL:2024-11-19 | Nov 21, 2024 | Nov 21, 2024 | NAPLES, FL | Firm change |