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Advisor at WELLS FARGO ADVISORS
FORT WORTH, 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 | Aug 3, 2026 | n/a | yes | FORT WORTH, TX | Current employment |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Oct 22, 2021 | Jun 16, 2026 | no | WESTLAKE, TX|FORT WORTH, TX|WESTLAKE, TX | Previous registration |
| EDWARD JONES | National bd RIA | Aug 30, 2019 | Dec 11, 2019 | no | FT WORTH, TX | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 21, 2018 | Aug 16, 2019 | no | Fort Worth, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | WELLS FARGO ADVISORS | Jun 16, 2026 | Aug 3, 2026 | 48 | Firm change | Ibd to wirehouse |
| EDWARD JONES | TRUIST ADVISORY SERVICES, INC. | Dec 11, 2019 | Oct 22, 2021 | 681 | Firm change after gap | Ibd to ibd |
| MORGAN STANLEY | EDWARD JONES | Aug 16, 2019 | Aug 30, 2019 | 14 | Firm change | Wirehouse to ibd |