DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Afua Kusiwah Bandoh

Wells Fargo AdvisorswirehouseTucker, Ga dual registrantIAPD 5272075

Chartered Financial Consultant

Feed of 09/15/2026

Also filed as Mona Bandoh

At current firm

1 y

since Oct 17, 2024

In the industry

19 y

since Apr 9, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Wells Fargo Advisors wirehouse current
since Oct 17, 2024 · Tucker, Ga
LPL Financial LLC BD affiliated
May 18, 2022 to Oct 17, 2024 · Marietta, Ga
Cuna Brokerage Services, Inc. former
May 11, 2021 to May 18, 2022 · Marietta, Ga
Bb&T Investment Services, Inc. former
Jun 20, 2008 to Jul 31, 2017 · Stockbridge, Ga
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Oct 18, 2007 to Mar 11, 2008 · Duluth, Ga
Edward Jones national BD
Apr 10, 2007 to Sep 13, 2007 · St Louis, Mo

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to Wells Fargo Advisors
left Oct 17, 2024, registered Oct 17, 2024 (0 days) · Affiliated broker-dealer or bank to wirehouse
Cuna Brokerage Services, Inc. to LPL Financial LLC
left May 18, 2022, registered May 18, 2022 (0 days) · corporate re-registration, not a move
Bb&T Investment Services, Inc. to Cuna Brokerage Services, Inc.
left Jul 31, 2017, registered May 11, 2021 (1380 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Bb&T Investment Services, Inc.
left Mar 11, 2008, registered Jun 20, 2008 (101 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
Edward Jones to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Sep 13, 2007, registered Oct 18, 2007 (35 days) · Affiliated broker-dealer or bank to wirehouse

Signals

Afua Kusiwah Bandoh left Lpl Financial Llc for Wells Fargo Advisors (registered 2024-10-17)
Oct 17, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wirehousederived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address