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Advisor at WELLS FARGO ADVISORS
CORAL GABLES, FL
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 11, 2026 | n/a | yes | CORAL GABLES, FL|CORAL GABLES, FL | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Mar 19, 2025 | May 5, 2026 | no | MIAMI SPRINGS, FL|HIALEAH, FL|MIAMI, FL|MIAMI, FL|MIAMI, FL|MIAMI, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 31, 2022 | Mar 24, 2025 | no | Norcross, GA|NEW YORK, NY|HIALEAH, FL|NORTH MIAMI BEACH, FL|ATLANTA, GA|MIAMI LAKES, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | WELLS FARGO ADVISORS | May 5, 2026 | May 11, 2026 | 6 | Firm change | Wirehouse to wirehouse |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | J.P. MORGAN SECURITIES LLC | Mar 24, 2025 | Mar 19, 2025 | -5 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:79:FL:2025-02-18 | Mar 24, 2025 | Mar 19, 2025 | MIAMI LAKES, FL | Firm change |