DFX Intelligence
Data Factory
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Reading the graph
Advisor at MORGAN STANLEY
Oak Brook, IL
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 | Jul 16, 2025 | n/a | yes | Oak Brook, IL | Current employment |
| GOLDSTONE FINANCIAL GROUP, LLC | Independent wealth | Apr 4, 2024 | Jun 17, 2025 | no | OAKBROOK TERRACE, IL | Previous registration |
| EDWARD JONES | National bd RIA | Nov 6, 2023 | Jan 29, 2024 | no | BLOOMINGDALE, IL|DOWNERS GROVE, IL|ST. LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GOLDSTONE FINANCIAL GROUP, LLC | MORGAN STANLEY | Jun 17, 2025 | Jul 16, 2025 | 29 | Firm change | RIA to wirehouse |
| EDWARD JONES | GOLDSTONE FINANCIAL GROUP, LLC | Jan 29, 2024 | Apr 4, 2024 | 66 | Firm change | Ibd to RIA |