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Advisor at GLOBAL KEY ADVISORS
San Francisco, CA | 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 |
|---|---|---|---|---|---|---|
| GLOBAL INSIGHT ADVISORS | State registered | Mar 23, 2026 | n/a | yes | San Francisco, CA | Current employment |
| GLOBAL KEY ADVISORS | State registered | Jul 10, 2014 | n/a | yes | SAN FRANCISCO, CA | Current employment |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Jun 30, 2014 | no | San Francisco, CA | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Jul 8, 1997 | Jun 1, 2009 | no | SAN FRANCISCO, CA|SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | GLOBAL KEY ADVISORS | Jun 30, 2014 | Jul 10, 2014 | 10 | Firm change | Wirehouse to state RIA |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |