DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AKRON, OH
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 |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 12, 2025 | n/a | yes | AKRON, OH | Current employment |
| MORGAN STANLEY | Wirehouse | Dec 2, 2016 | Mar 28, 2025 | no | Akron, OH | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 22, 2011 | Dec 5, 2016 | no | HUDSON, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Mar 28, 2025 | Mar 12, 2025 | -16 | Firm change | Wirehouse to wirehouse |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | Dec 5, 2016 | Dec 2, 2016 | -3 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149777:7691:OH:2025-03-28 | Mar 28, 2025 | Mar 12, 2025 | AKRON, OH | Firm change |
| 7691:149777:OH:2016-12-05 | Dec 5, 2016 | Dec 2, 2016 | HUDSON, OH | Firm change |