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Advisor at VANGUARD ADVISERS, INC.
CHARLOTTE, NC
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 |
|---|---|---|---|---|---|---|
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Apr 13, 2026 | n/a | yes | CHARLOTTE, NC | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jul 18, 2022 | Feb 16, 2026 | no | CHARLOTTE, NC|CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | VANGUARD ADVISERS, INC. | Feb 16, 2026 | Apr 13, 2026 | 56 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:106715:NC:2026-02-16 | Feb 16, 2026 | Apr 13, 2026 | CHARLOTTE, NC | Firm change |