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Reading the graph
Reading the graph
Advisor at MORGAN STANLEY
New Orleans, LA
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 | May 17, 2024 | n/a | yes | New Orleans, LA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jul 22, 2008 | May 20, 2024 | no | NEW ORLEANS, LA | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Sep 19, 2006 | Jul 24, 2008 | no | ATLANTA, GA|NEW ORLEANS, LA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | May 20, 2024 | May 17, 2024 | -3 | Firm change | Wirehouse to wirehouse |
| UBS FINANCIAL SERVICES INC. | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Jul 24, 2008 | Jul 22, 2008 | -2 | Firm change | Wirehouse to wirehouse |