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Advisor at VANGUARD ADVISERS, INC.
CHARLOTTE, NC
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 |
|---|---|---|---|---|---|---|
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Feb 11, 2026 | n/a | yes | CHARLOTTE, NC | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Sep 8, 2017 | Jan 21, 2026 | no | CHARLOTTE, NC|CHARLOTTE, NC|CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | VANGUARD ADVISERS, INC. | Jan 21, 2026 | Feb 11, 2026 | 21 | Firm change | Wirehouse to ibd |