DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MORGAN STANLEY
Orlando, 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 | Nov 8, 2024 | n/a | yes | Orlando, FL | Current employment |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Feb 13, 2009 | Nov 20, 2024 | no | Winter Park, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 31, 1990 | Feb 17, 2009 | no | HEATHROW, FL|LAKE MARY, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | MORGAN STANLEY | Nov 20, 2024 | Nov 8, 2024 | -12 | Firm change | Wirehouse to wirehouse |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | UBS FINANCIAL SERVICES INC. | Feb 17, 2009 | Feb 13, 2009 | -4 | Firm change | Wirehouse to wirehouse |