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Advisor at WELLS FARGO ADVISORS
WEST BEND, WI
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 | Aug 1, 2025 | n/a | yes | WEST BEND, WI | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Oct 28, 2009 | Aug 1, 2025 | no | MILWAUKEE, WI|MENOMONEE FALLS, WI|MENOMONEE FALLS, WI|CHARLOTTE, NC|WEST BEND, WI | Previous registration |
| ALLSPRING FUNDS MANAGEMENT, LLC | Asset manager | Jan 1, 2005 | Oct 30, 2009 | no | MENOMONEE FALLS, WI | Previous registration |
| STRONG CAPITAL MANAGEMENT INC | n/a | Sep 8, 2000 | Jan 1, 2005 | no | MENOMONEE FALLS, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | WELLS FARGO ADVISORS | Aug 1, 2025 | Aug 1, 2025 | 0 | Bulk transfer | Wirehouse to wirehouse |
| ALLSPRING FUNDS MANAGEMENT, LLC | WELLS FARGO ADVISORS | Oct 30, 2009 | Oct 28, 2009 | -2 | Firm change | Other |
| STRONG CAPITAL MANAGEMENT INC | ALLSPRING FUNDS MANAGEMENT, LLC | Jan 1, 2005 | Jan 1, 2005 | 0 | Bulk transfer | Other |