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Advisor at WELLS FARGO ADVISORS
Atlanta, GA
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 | Jun 23, 2023 | n/a | yes | Atlanta, GA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jul 6, 2022 | Jun 23, 2023 | no | ATLANTA, GA | Previous registration |
| WIPFLI FINANCIAL ADVISORS, LLC | Former SEC adviser | Jan 4, 2022 | Feb 15, 2022 | no | ALPHARETTA, GA|MILWAUKEE, WI | Previous registration |
| IFG ADVISORY, LLC | Independent wealth | Jan 7, 2020 | Dec 13, 2021 | no | Roswell, GA|ATLANTA, GA|Roswell, GA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Dec 19, 2019 | Jan 2, 2020 | no | ROSWELL, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | WELLS FARGO ADVISORS | Jun 23, 2023 | Jun 23, 2023 | 0 | Channel change | Wirehouse to wirehouse |
| WIPFLI FINANCIAL ADVISORS, LLC | WELLS FARGO ADVISORS | Feb 15, 2022 | Jul 6, 2022 | 141 | Firm change | RIA to wirehouse |
| IFG ADVISORY, LLC | WIPFLI FINANCIAL ADVISORS, LLC | Dec 13, 2021 | Jan 4, 2022 | 22 | Firm change | RIA to RIA |
| LPL FINANCIAL LLC | IFG ADVISORY, LLC | Jan 2, 2020 | Jan 7, 2020 | 5 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:11025:GA:2023-06-16 | Jun 23, 2023 | Jun 23, 2023 | ATLANTA, GA | Firm change |