DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at KEY CLIENT FIDUCIARY ADVISORS, LLC
FAIRFIELD, NJ
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 |
|---|---|---|---|---|---|---|
| KEY CLIENT FIDUCIARY ADVISORS, LLC | Independent wealth | Oct 31, 2018 | n/a | yes | FAIRFIELD, NJ | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jan 27, 2015 | Oct 15, 2018 | no | ST. LOUIS, MO|ST. LOUIS, MO|FAIRFIELD, NJ | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Aug 6, 2014 | Jan 12, 2016 | no | ST. LOUIS, MO|ST. LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | KEY CLIENT FIDUCIARY ADVISORS, LLC | Oct 15, 2018 | Oct 31, 2018 | 16 | Firm change | Wirehouse to new firm |
| WELLS FARGO ADVISORS | WELLS FARGO ADVISORS | Jan 12, 2016 | Jan 27, 2015 | -350 | Channel change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 11025:298240:NJ:2018-10-15 | Oct 15, 2018 | Oct 31, 2018 | FAIRFIELD, NJ | Firm change |
| 19616:11025:MO:2015-12-31 | Jan 12, 2016 | Jan 27, 2015 | ST LOUIS, MO | Firm change after gap |