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Reading the graph
Advisor at MORGAN STANLEY
ATLANTA, GA | Alpharetta, 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 | Oct 28, 2025 | n/a | yes | Alpharetta, GA|ATLANTA, GA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Apr 7, 2025 | Oct 22, 2025 | no | CUMMING, GA|ATLANTA, GA|ROME, GA | Previous registration |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | No RAUM reported | Mar 18, 2021 | Jun 8, 2021 | no | LOS ANGELES, CA|LOS ANGELES, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | MORGAN STANLEY | Oct 22, 2025 | Oct 28, 2025 | 6 | Firm change | Wirehouse to wirehouse |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | WELLS FARGO ADVISORS | Jun 8, 2021 | Apr 7, 2025 | 1,399 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:149777:GA:2025-10-22 | Oct 22, 2025 | Oct 28, 2025 | ROME, GA | Firm change |