DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at WELLS FARGO ADVISORS
COLLEYVILLE, TX
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 | Jul 16, 2026 | n/a | yes | COLLEYVILLE, TX | Current employment |
| EDWARD JONES | National bd RIA | Nov 30, 2015 | Jul 17, 2026 | no | DALLAS, TX|ST LOUIS, MO|GRAPEVINE, TX|SOUTHLAKE, TX|GRAPEVINE, TX|Fort Worth, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | WELLS FARGO ADVISORS | Jul 17, 2026 | Jul 16, 2026 | -1 | Firm change | Ibd to wirehouse |