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Advisor at WELLS FARGO ADVISORS
LAKE OSWEGO, OR | HILLSBORO, 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 21, 2025 | n/a | yes | SPRINGFIELD, OR|LAKE OSWEGO, OR|HILLSBORO, OR | Current employment |
| MORGAN STANLEY | Wirehouse | Jul 31, 2023 | May 22, 2025 | no | Portland, OR|Hillsboro, OR | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Sep 25, 2020 | Jul 25, 2023 | no | PORTLAND, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | WELLS FARGO ADVISORS | May 22, 2025 | May 21, 2025 | -1 | Firm change | Wirehouse to wirehouse |
| WELLS FARGO ADVISORS | MORGAN STANLEY | Jul 25, 2023 | Jul 31, 2023 | 6 | Firm change | Wirehouse to wirehouse |