DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MORGAN STANLEY
Santa Rosa Beach, FL | Atlanta, GA
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 31, 2024 | n/a | yes | Santa Rosa Beach, FL|Atlanta, GA | Current employment |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Mar 11, 2009 | Jun 10, 2024 | no | ATLANTA, GA|ATLANTA, GA|Santa Rosa Beach, FL | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Apr 17, 2003 | Mar 20, 2009 | no | ATLANTA, GA|ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | MORGAN STANLEY | Jun 10, 2024 | May 31, 2024 | -10 | Firm change | Wirehouse to wirehouse |
| CITIGROUP GLOBAL MARKETS INC. | UBS FINANCIAL SERVICES INC. | Mar 20, 2009 | Mar 11, 2009 | -9 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8174:149777:FL:2024-05-28 | Jun 10, 2024 | May 31, 2024 | SANTA ROSA BEACH, FL | Firm change |