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Advisor at PHOENIX WEALTH ADVISORS INC.
CHAPEL HILL, NC | Chapel Hill, NC
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 |
|---|---|---|---|---|---|---|
| PHOENIX WEALTH ADVISORS INC. | Independent wealth | Oct 18, 2016 | n/a | yes | CHAPEL HILL, NC|Chapel Hill, NC | Current employment |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Oct 28, 2016 | no | DURHAM, NC | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Dec 31, 2001 | Jun 1, 2009 | no | DURHAM, NC|DURHAM, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | PHOENIX WEALTH ADVISORS INC. | Oct 28, 2016 | Oct 18, 2016 | -10 | Firm change | Other |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149777:118412:NC:2016-10-28 | Oct 28, 2016 | Oct 18, 2016 | DURHAM, NC | Firm change |