DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MORGAN STANLEY
Boca Raton, FL
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 | Dec 17, 2024 | n/a | yes | Boca Raton, FL | Current employment |
| CONSCIENTIA FAMILY OFFICE, LLC | State registered | Aug 4, 2020 | Dec 9, 2024 | no | MIAMI, FL | Previous registration |
| BRICKELL GLOBAL ADVISORY, INC. | n/a | Jan 7, 2013 | May 26, 2020 | no | MIAMI, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CONSCIENTIA FAMILY OFFICE, LLC | MORGAN STANLEY | Dec 9, 2024 | Dec 17, 2024 | 8 | Firm change | Other |
| BRICKELL GLOBAL ADVISORY, INC. | CONSCIENTIA FAMILY OFFICE, LLC | May 26, 2020 | Aug 4, 2020 | 70 | Firm change | Other |