DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MORGAN STANLEY
Ponte Vedra Beach, 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 30, 2023 | n/a | yes | Ponte Vedra Beach, FL | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Oct 23, 2014 | Dec 1, 2023 | no | ST JOHNS, FL|Fleming Island, FL|ORANGE PARK, FL|St Augustine, FL|Jacksonville, FL|Saint Johns, FL|ORANGE PARK, FL | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Apr 16, 2013 | Oct 3, 2014 | no | JACKSONVILLE, FL | Previous registration |
| BB&T INVESTMENT SERVICES, INC. | Former SEC adviser | Nov 1, 2010 | Nov 30, 2010 | no | PALM COAST, FL|PALM COAST, FL|ORMOND BEACH, FL|ST. AUGUSTINE, FL|ST. AUGUSTINE, FL|ORMOND BEACH, FL|CHARLOTTE, NC|SAINT AUGUSTINE, FL|SAINT AUGUSTINE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | MORGAN STANLEY | Dec 1, 2023 | Nov 30, 2023 | -1 | Firm change | Wirehouse to wirehouse |
| STRATEGIC ADVISERS LLC | J.P. MORGAN SECURITIES LLC | Oct 3, 2014 | Oct 23, 2014 | 20 | Firm change | Ibd to wirehouse |
| BB&T INVESTMENT SERVICES, INC. | STRATEGIC ADVISERS LLC | Nov 30, 2010 | Apr 16, 2013 | 868 | Firm change after gap | Other |