DFX Intelligence
Data Factory
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Reading the graph
Advisor at MORGAN STANLEY
Beverly Hills, CA | Dallas, TX
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 | Aug 18, 2014 | n/a | yes | Beverly Hills, CA|Dallas, TX|Dallas, TX | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 21, 2011 | Aug 4, 2014 | no | AUSTIN, TX|AUSTIN, TX|AUSTIN, TX | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Jan 7, 2009 | Aug 11, 2011 | no | Austin, TX|Dallas, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | Aug 4, 2014 | Aug 18, 2014 | 14 | Firm change | Wirehouse to wirehouse |
| J.P. MORGAN SECURITIES LLC | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Aug 11, 2011 | Oct 21, 2011 | 71 | Firm change | Wirehouse to wirehouse |