DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at WELLS FARGO ADVISORS
AUSTIN, TX | BEE CAVE, TX
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 10, 2023 | n/a | yes | BEE CAVE, TX|AUSTIN, TX | Current employment |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Nov 30, 2021 | May 10, 2023 | no | ATLANTA, GA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Feb 11, 2019 | Sep 1, 2021 | no | ATLANTA, GA|ROSWELL, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | WELLS FARGO ADVISORS | May 10, 2023 | May 10, 2023 | 0 | Firm change | Wirehouse to wirehouse |
| WELLS FARGO ADVISORS | UBS FINANCIAL SERVICES INC. | Sep 1, 2021 | Nov 30, 2021 | 90 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:8174:GA:2021-09-01 | Sep 1, 2021 | Nov 30, 2021 | ROSWELL, GA | Firm change |