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Advisor at GRYPHON WEALTH
JACKSONVILLE, FL
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 |
|---|---|---|---|---|---|---|
| GRYPHON WEALTH | Independent wealth | Sep 17, 2026 | n/a | yes | JACKSONVILLE, FL | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jul 24, 2023 | Apr 29, 2026 | no | JACKSONVILLE, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | May 2, 2016 | Jul 24, 2023 | no | JACKSONVILLE, FL|PONTE VEDRA BEACH, FL|JACKSONVILLE, FL|RALEIGH, NC|JACKSONVILLE, FL | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Jun 7, 2012 | Mar 29, 2016 | no | JACKSONVILLE, FL|JACKSONVILLE, FL|JACKSONVILLE, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jan 4, 2007 | Feb 1, 2007 | no | JACKSONVILLE, FL|JACKSONVILLE, FL | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jan 3, 2005 | Feb 1, 2005 | no | JACKSONVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | GRYPHON WEALTH | Apr 29, 2026 | Sep 17, 2026 | 141 | Firm change | Wirehouse to RIA |
| WELLS FARGO ADVISORS | WELLS FARGO ADVISORS | Jul 24, 2023 | Jul 24, 2023 | 0 | Channel change | Wirehouse to wirehouse |
| SUNTRUST INVESTMENT SERVICES, INC. | WELLS FARGO ADVISORS | Mar 29, 2016 | May 2, 2016 | 34 | Firm change | Other |
| WELLS FARGO ADVISORS | SUNTRUST INVESTMENT SERVICES, INC. | Feb 1, 2007 | Jun 7, 2012 | 1,953 | Firm change after gap | Other |
| AMERIPRISE FINANCIAL SERVICES, LLC | WELLS FARGO ADVISORS | Feb 1, 2005 | Jan 4, 2007 | 702 | Firm change after gap | Ibd to wirehouse |