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Advisor at WELLS FARGO ADVISORS
WILMINGTON, DE
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 | Mar 8, 2024 | n/a | yes | WILMINGTON, DE | Current employment |
| STONECROP WEALTH ADVISORS, LLC | Independent wealth | Jan 2, 2020 | Nov 30, 2023 | no | WEST CHESTER, PA | Previous registration |
| COMPASS ION ADVISORS, LLC | Independent wealth | Mar 12, 2018 | Apr 2, 2020 | no | CONSHOHOCKEN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STONECROP WEALTH ADVISORS, LLC | WELLS FARGO ADVISORS | Nov 30, 2023 | Mar 8, 2024 | 99 | Firm change | RIA to wirehouse |
| COMPASS ION ADVISORS, LLC | STONECROP WEALTH ADVISORS, LLC | Apr 2, 2020 | Jan 2, 2020 | -91 | Firm change after gap | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 166418:306486:PA:2020-04-02 | Apr 2, 2020 | Jan 2, 2020 | CONSHOHOCKEN, PA | Firm change after gap |