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Advisor at WELLS FARGO ADVISORS
WINTER PARK, FL | COCOA, 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 | Sep 26, 2025 | n/a | yes | COCOA, FL|WINTER PARK, FL | Current employment |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Apr 4, 2024 | Jun 17, 2025 | no | INDIALANTIC, FL|SEBASTIAN, FL | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | Aug 15, 2023 | Apr 12, 2024 | no | ORLANDO, FL | Previous registration |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Jun 1, 2021 | Feb 13, 2023 | no | ORLANDO, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | WELLS FARGO ADVISORS | Jun 17, 2025 | Sep 26, 2025 | 101 | Firm change | Ibd to wirehouse |
| PRUCO SECURITIES, LLC | OSAIC WEALTH, INC. | Apr 12, 2024 | Apr 4, 2024 | -8 | Firm change | Ibd to ibd |
| VALIC FINANCIAL ADVISORS, INC. | PRUCO SECURITIES, LLC | Feb 13, 2023 | Aug 15, 2023 | 183 | Firm change | Ibd to ibd |