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.

Current firm

WELLS FARGO ADVISORS

Current firm class

wirehousederived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66

First exam

Nov 1, 2022

First registration

Nov 3, 2022

Dual registered

yes, broker-dealer

Other names

Clay M Purvis

IAPD individual key

7392727

• Occurred

  Aug 21, 2024
  Advisor changed firm

  Clay Purvis left 724 Capital, Llc for Wells Fargo Advisors (registered 2025-03-03)

  Form ADVobserved 4 days ago
• Occurred

  Jul 25, 2024
  Advisor changed firm

  Clay Purvis left Ministry Partners Securities, Llc for 724 Capital, Llc (registered 2024-03-19)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f7a5ce2a-d851-2384-06b3-9016092fb5ea

First observed

Nov 3, 2022

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.