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Reading the graph
Advisor at MORGAN STANLEY
Akron, OH
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 | Jul 31, 2023 | n/a | yes | Akron, OH | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 18, 2020 | Jul 17, 2023 | no | CANTON, OH|AKRON, OH|CANFIELD, OH | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Aug 22, 2016 | May 29, 2020 | no | PEPPER PIKE, OH|AKRON, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | Jul 17, 2023 | Jul 31, 2023 | 14 | Firm change | Wirehouse to wirehouse |
| WELLS FARGO ADVISORS | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | May 29, 2020 | Jun 18, 2020 | 20 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:149777:OH:2023-06-26 | Jul 17, 2023 | Jul 31, 2023 | CANFIELD, OH | Firm change |