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Advisor at &PARTNERS
Cumberland, MD | NASHVILLE, TN | Clayton, MO
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 |
|---|---|---|---|---|---|---|
| &partners | Independent wealth | Sep 25, 2024 | n/a | yes | Clayton, MO|Cumberland, MD|NASHVILLE, TN | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jun 10, 2022 | Sep 30, 2024 | no | JOHNSTOWN, PA|Cumberland, MD|GREENSBURG, PA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Oct 1, 2021 | May 17, 2022 | no | CUMBERLAND, MD | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jul 3, 2018 | Jun 22, 2021 | no | CUMBERLAND, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | &partners | Sep 30, 2024 | Sep 25, 2024 | -5 | Firm change | Wirehouse to RIA |
| LPL FINANCIAL LLC | WELLS FARGO ADVISORS | May 17, 2022 | Jun 10, 2022 | 24 | Firm change | RIA to wirehouse |
| WELLS FARGO ADVISORS | LPL FINANCIAL LLC | Jun 22, 2021 | Oct 1, 2021 | 101 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:6413:MD:2021-06-21 | Jun 22, 2021 | Oct 1, 2021 | CUMBERLAND, MD | Firm change |