DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)32 years in industry

BRIAN SCOTT EDGAR

Advisor at WELLS FARGO ADVISORS

PALM BEACH, FL | PALM BEACH GARDENS, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f0c2124f-0127-9ac0-7cb0-fcf3aa8fec81

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 1, 1999 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WELLS FARGO ADVISORS
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 16, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: Aug 16, 1994
First registration: Feb 1, 1999
Dual registered: yes, broker-dealer
Other names: BRIAN S EDGAR
IAPD individual key: 2512525

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WELLS FARGO ADVISORS	Wirehouse	Oct 1, 2020	n/a	yes	PALM BEACH GARDENS, FL\|PALM BEACH, FL	Current employment
UBS FINANCIAL SERVICES INC.	Wirehouse	May 16, 2008	Oct 9, 2020	no	Birmingham, MI	Previous registration
J.P. MORGAN SECURITIES INC.	n/a	Sep 27, 2006	May 21, 2008	no	BLOOMFIELD HILLS, MI\|DETROIT, MI	Previous registration
BANC ONE SECURITIES CORPORATION	n/a	Feb 1, 1999	Sep 27, 2006	no	BLOOMFIELD HILLS, MI\|CHICAGO, IL\|BLOOMFIELD HILLS, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
UBS FINANCIAL SERVICES INC.	WELLS FARGO ADVISORS	Oct 9, 2020	Oct 1, 2020	-8	Firm change	Wirehouse to wirehouse
J.P. MORGAN SECURITIES INC.	UBS FINANCIAL SERVICES INC.	May 21, 2008	May 16, 2008	-5	Firm change	Other
BANC ONE SECURITIES CORPORATION	J.P. MORGAN SECURITIES INC.	Sep 27, 2006	Sep 27, 2006	0	Bulk transfer	Other

Relationships

Registered with (4)

→ WELLS FARGO ADVISORSRegistered adviserregistration: current employment
Oct 1, 2020 to presentfactForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
May 16, 2008 to Oct 9, 2020factForm ADV
→ J.P. MORGAN SECURITIES INC.Registered adviserregistration: previous registration
Sep 27, 2006 to May 21, 2008factForm ADV
→ BANC ONE SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Feb 1, 1999 to Sep 27, 2006factForm ADV

Dated events

No dated event names this entity yet.