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Reading the graph
Advisor at MORGAN STANLEY
Laguna Niguel, CA
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 | Jun 28, 2016 | n/a | yes | Laguna Niguel, CA | Current employment |
| WADDELL & REED | Former SEC adviser | Apr 14, 2014 | May 18, 2016 | no | SAN MATEO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WADDELL & REED | MORGAN STANLEY | May 18, 2016 | Jun 28, 2016 | 41 | Firm change | Other |