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Advisor at PECUSAVVY FINANCIAL
EL PASO, TX
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 |
|---|---|---|---|---|---|---|
| PECUSAVVY FINANCIAL | Former SEC adviser | Jul 9, 2026 | n/a | yes | EL PASO, TX | Current employment |
| MORGAN STANLEY | Wirehouse | Apr 18, 2019 | Feb 12, 2026 | no | CORPUS CHRISTI, TX|El Paso, TX | Previous registration |
| WADDELL & REED | Former SEC adviser | Mar 26, 2016 | Apr 1, 2019 | no | CORPUS CHRISTI, TX|SAN ANTONIO, TX|EDMOND, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | PECUSAVVY FINANCIAL | Feb 12, 2026 | Jul 9, 2026 | 147 | Firm change | Wirehouse to RIA |
| WADDELL & REED | MORGAN STANLEY | Apr 1, 2019 | Apr 18, 2019 | 17 | Firm change | Ibd to wirehouse |