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Advisor at MORGAN STANLEY
New Haven, CT
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 | Mar 25, 2022 | n/a | yes | New Haven, CT | Current employment |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Oct 16, 2017 | Mar 28, 2022 | no | NEW YORK, NY|Scarsdale, NY|Boca Raton, FL|Gloucester, VA|Mount Kisco, NY|Larchmont, NY|Port Jefferson, NY|Fort Mill, SC | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Oct 2, 2014 | Oct 25, 2017 | no | NEW ROCHELLE, NY|NEW ROCHELLE, NY | Previous registration |
| MORGAN STANLEY | Wirehouse | May 15, 2013 | Oct 2, 2014 | no | Westport, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Mar 28, 2022 | Mar 25, 2022 | -3 | Firm change | Ibd to wirehouse |
| J.P. MORGAN SECURITIES LLC | CITIGROUP GLOBAL MARKETS INC. | Oct 25, 2017 | Oct 16, 2017 | -9 | Firm change | Other |
| MORGAN STANLEY | J.P. MORGAN SECURITIES LLC | Oct 2, 2014 | Oct 2, 2014 | 0 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7059:149777:SC:2022-03-28 | Mar 28, 2022 | Mar 25, 2022 | FORT MILL, SC | Firm change |