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Advisor at WELLS FARGO ADVISORS
LAKE OSWEGO, OR | SPRINGFIELD, OR
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 | May 15, 2025 | n/a | yes | LAKE OSWEGO, OR|SPRINGFIELD, OR | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Aug 27, 2024 | May 15, 2025 | no | LAKE OSWEGO, OR | Previous registration |
| EDWARD JONES | National bd RIA | Mar 1, 2019 | Aug 28, 2024 | no | PORTLAND, OR|PORTLAND, OR | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jun 2, 2016 | Feb 27, 2019 | no | LAKE OSWEGO, OR|VANCOUVER, WA|TUALATIN, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | WELLS FARGO ADVISORS | May 15, 2025 | May 15, 2025 | 0 | Channel change | Wirehouse to wirehouse |
| EDWARD JONES | WELLS FARGO ADVISORS | Aug 28, 2024 | Aug 27, 2024 | -1 | Firm change | Ibd to wirehouse |
| WELLS FARGO ADVISORS | EDWARD JONES | Feb 27, 2019 | Mar 1, 2019 | 2 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:11025:OR:2025-05-15 | May 15, 2025 | May 15, 2025 | LAKE OSWEGO, OR | Firm change |