DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at WELLS FARGO ADVISORS
OCALA, 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 | Dec 18, 2012 | n/a | yes | OCALA, FL | Current employment |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Dec 19, 2012 | no | OCALA, FL | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | May 20, 2008 | Jun 1, 2009 | no | OCALA, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jan 1, 2008 | May 22, 2008 | no | OCALA, FL | Previous registration |
| A. G. EDWARDS & SONS, INC. | n/a | Feb 20, 2007 | Jan 1, 2008 | no | OCALA, FL|ST. LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | WELLS FARGO ADVISORS | Dec 19, 2012 | Dec 18, 2012 | -1 | Firm change | Wirehouse to wirehouse |
| MORGAN STANLEY & CO. LLC | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| WELLS FARGO ADVISORS | MORGAN STANLEY & CO. LLC | May 22, 2008 | May 20, 2008 | -2 | Firm change | Other |
| A. G. EDWARDS & SONS, INC. | WELLS FARGO ADVISORS | Jan 1, 2008 | Jan 1, 2008 | 0 | Bulk transfer | Other |