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Advisor at MORGAN STANLEY
Richmond, VA
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 | Sep 3, 2020 | n/a | yes | Richmond, VA | Current employment |
| DAVENPORT & COMPANY LLC | Bd affiliated wealth | Oct 25, 2017 | Sep 9, 2020 | no | RICHMOND, VA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | May 29, 2009 | Oct 26, 2017 | no | RICHMOND, VA | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Apr 2, 2007 | Jun 1, 2009 | no | RICHMOND, VA | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Oct 25, 2001 | Apr 2, 2007 | no | RICHMOND, VA|RICHMOND, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DAVENPORT & COMPANY LLC | MORGAN STANLEY | Sep 9, 2020 | Sep 3, 2020 | -6 | Firm change | Ibd to wirehouse |
| WELLS FARGO ADVISORS | DAVENPORT & COMPANY LLC | Oct 26, 2017 | Oct 25, 2017 | -1 | Firm change | Other |
| MORGAN STANLEY & CO. LLC | WELLS FARGO ADVISORS | Jun 1, 2009 | May 29, 2009 | -3 | Firm change | Other |
| MORGAN STANLEY DW INC. | MORGAN STANLEY & CO. LLC | Apr 2, 2007 | Apr 2, 2007 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:1588:VA:2017-10-26 | Oct 26, 2017 | Oct 25, 2017 | RICHMOND, VA | Firm change |