DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MORGAN STANLEY
Roseville, CA
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 |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | Wirehouse | Oct 10, 2025 | n/a | yes | Roseville, CA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | May 18, 2017 | Oct 15, 2025 | no | ROSEVILLE, CA|ROCKLIN, CA|ROCKLIN, CA|FOLSOM, CA|SACRAMENTO, CA | Previous registration |
| MORGAN STANLEY | Wirehouse | Apr 16, 2013 | May 19, 2017 | no | Roseville, CA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jan 3, 2011 | Apr 16, 2013 | no | ROSEVILLE, CA|RANCHO CORDOVA, CA|ORANGEVALE, CA | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | Sep 8, 2008 | Jan 3, 2011 | no | ORANGEVALE, CA|ROSEVILLE, CA|ORANGEVALE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | MORGAN STANLEY | Oct 15, 2025 | Oct 10, 2025 | -5 | Firm change | Wirehouse to wirehouse |
| MORGAN STANLEY | WELLS FARGO ADVISORS | May 19, 2017 | May 18, 2017 | -1 | Firm change | Wirehouse to wirehouse |
| WELLS FARGO ADVISORS | MORGAN STANLEY | Apr 16, 2013 | Apr 16, 2013 | 0 | Firm change | Wirehouse to wirehouse |
| WELLS FARGO INVESTMENTS, LLC | WELLS FARGO ADVISORS | Jan 3, 2011 | Jan 3, 2011 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:149777:CA:2025-10-01 | Oct 15, 2025 | Oct 10, 2025 | SACRAMENTO, CA | Firm change |