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Advisor at MORGAN STANLEY
Paramus, NJ
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 | Jun 8, 2023 | n/a | yes | Paramus, NJ | Current employment |
| DIVINE ASSET MANAGEMENT LLC | State registered | Mar 16, 2021 | Jun 1, 2023 | no | LAKE HILL, NY | Previous registration |
| SB ADVISORY, LLC | Independent wealth | Jan 22, 2021 | Jun 1, 2021 | no | Hillside, NJ|ATLANTA, GA | Previous registration |
| SB ADVISORY, LLC | Independent wealth | Mar 17, 2020 | Dec 31, 2020 | no | New York, NY | Previous registration |
| DIVINE ASSET MANAGEMENT LLC | State registered | May 4, 2016 | Dec 31, 2019 | no | LAKE HILL, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DIVINE ASSET MANAGEMENT LLC | MORGAN STANLEY | Jun 1, 2023 | Jun 8, 2023 | 7 | Firm change | Other |
| SB ADVISORY, LLC | DIVINE ASSET MANAGEMENT LLC | Jun 1, 2021 | Mar 16, 2021 | -77 | Firm change after gap | RIA to state RIA |
| DIVINE ASSET MANAGEMENT LLC | SB ADVISORY, LLC | Dec 31, 2019 | Mar 17, 2020 | 77 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 154680:136836:GA:2021-06-01 | Jun 1, 2021 | Mar 16, 2021 | ATLANTA, GA | Firm change after gap |
| 136836:154680:NY:2019-12-31 | Dec 31, 2019 | Mar 17, 2020 | LAKE HILL, NY | Firm change |