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Advisor at MORGAN STANLEY
Lisle, IL | Oak Brook, IL
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 | Jun 1, 2021 | n/a | yes | Lisle, IL|Oak Brook, IL | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Oct 1, 2012 | Jun 7, 2021 | no | GLEN ELLYN, IL|GLEN ELLYN, IL|GLEN ELLYN, IL|LOMBARD, IL | Previous registration |
| CHASE INVESTMENT SERVICES CORP. | Former SEC adviser | Sep 8, 2010 | Oct 1, 2012 | no | GLEN ELLYN, IL|ADDISON, IL|ADDISON, IL|ADDISON, IL|HILLSIDE, IL|ADDISON, IL|GLEN ELLYN, IL|NAPERVILLE, IL|GLEN ELLYN, IL|GLEN ELLYN, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | MORGAN STANLEY | Jun 7, 2021 | Jun 1, 2021 | -6 | Firm change | Wirehouse to wirehouse |
| CHASE INVESTMENT SERVICES CORP. | J.P. MORGAN SECURITIES LLC | Oct 1, 2012 | Oct 1, 2012 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 79:149777:IL:2021-06-03 | Jun 7, 2021 | Jun 1, 2021 | LOMBARD, IL | Firm change |