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Advisor at WELLS FARGO ADVISORS
DURANGO, CO
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 | Oct 9, 2023 | n/a | yes | DURANGO, CO | Current employment |
| MORGAN STANLEY | Wirehouse | Feb 19, 2021 | Sep 20, 2023 | no | Boulder, CO | Previous registration |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | May 4, 2020 | Jan 19, 2021 | no | Fort Collins, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | WELLS FARGO ADVISORS | Sep 20, 2023 | Oct 9, 2023 | 19 | Firm change | Wirehouse to wirehouse |
| RAYMOND JAMES & ASSOCIATES, INC. | MORGAN STANLEY | Jan 19, 2021 | Feb 19, 2021 | 31 | Firm change | Ibd to wirehouse |