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Reading the graph
Reading the graph
Advisor at MORGAN STANLEY
San Francisco, CA
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 | Oct 22, 2021 | n/a | yes | San Francisco, CA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 15, 2021 | Sep 20, 2021 | no | SAN FRANCISCO, CA|San Jose, CA|NEW YORK, NY|San Francisco, CA|SAN FRANCISCO, CA|SAN FRANCISCO, CA|SAN JOSE, CA|SAN JOSE, CA|SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | Sep 20, 2021 | Oct 22, 2021 | 32 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:149777:CA:2021-09-20 | Sep 20, 2021 | Oct 22, 2021 | SAN FRANCISCO, CA | Firm change |