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Advisor at WELLS FARGO ADVISORS
JACKSONVILLE, FL | DAYTONA BEACH, 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 |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | Wirehouse | Oct 26, 2015 | n/a | yes | DAYTONA BEACH, FL|JACKSONVILLE, FL | Current employment |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Oct 28, 2015 | no | ORMOND BEACH, FL|ORMOND BEACH, FL | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Aug 25, 2008 | Jun 1, 2009 | no | ORMOND BEACH, FL | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Mar 18, 1999 | Sep 8, 2008 | no | ORMOND BEACH, FL|ORMOND BEACH, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | WELLS FARGO ADVISORS | Oct 28, 2015 | Oct 26, 2015 | -2 | Firm change | Wirehouse to wirehouse |
| MORGAN STANLEY & CO. LLC | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY & CO. LLC | Sep 8, 2008 | Aug 25, 2008 | -14 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149777:19616:FL:2015-10-19 | Oct 28, 2015 | Oct 26, 2015 | ORMOND BEACH, FL | Firm change |