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Advisor at MAYFLOWER ADVISORS
BOSTON, MA
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 |
|---|---|---|---|---|---|---|
| MAYFLOWER ADVISORS | Mixed wealth | Aug 10, 2020 | n/a | yes | BOSTON, MA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Feb 11, 2013 | Aug 11, 2020 | no | BOSTON, MA | Previous registration |
| OPPENHEIMER & CO. INC. | Bd affiliated wealth | Jan 6, 2006 | Feb 12, 2013 | no | BOSTON, MA|BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | MAYFLOWER ADVISORS | Aug 11, 2020 | Aug 10, 2020 | -1 | Firm change | Wirehouse to RIA |
| OPPENHEIMER & CO. INC. | WELLS FARGO ADVISORS | Feb 12, 2013 | Feb 11, 2013 | -1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 11025:307857:MA:2020-08-07 | Aug 11, 2020 | Aug 10, 2020 | BOSTON, MA | Firm change |