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Reading the graph
Advisor at SYMMETRY PARTNERS
HOLIDAY, FL | GLASTONBURY, CT
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 |
|---|---|---|---|---|---|---|
| SYMMETRY PARTNERS | Independent wealth | Sep 11, 2025 | n/a | yes | GLASTONBURY, CT|HOLIDAY, FL | Current employment |
| MORGAN STANLEY | Wirehouse | Jan 24, 2025 | Sep 11, 2025 | no | Tampa, FL | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Feb 8, 2023 | Jan 10, 2025 | no | SMITHFIELD, RI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | SYMMETRY PARTNERS | Sep 11, 2025 | Sep 11, 2025 | 0 | Firm change | Wirehouse to RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | MORGAN STANLEY | Jan 10, 2025 | Jan 24, 2025 | 14 | Firm change | Ibd to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149777:120982:FL:2025-09-08 | Sep 11, 2025 | Sep 11, 2025 | TAMPA, FL | Firm change |