DFX Intelligence
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Reading the graph
Advisor at MORGAN STANLEY
Tempe, AZ
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 | May 11, 2023 | n/a | yes | Tempe, AZ | Current employment |
| WILLIAM BLAIR & COMPANY L.L.C. | Bd affiliated wealth | Oct 12, 2020 | May 12, 2023 | no | CHICAGO, IL|CHICAGO, IL|LOS ANGELES, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WILLIAM BLAIR & COMPANY L.L.C. | MORGAN STANLEY | May 12, 2023 | May 11, 2023 | -1 | Firm change | Ibd to wirehouse |