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Advisor at MORGAN STANLEY
El Segundo, 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 | Sep 23, 2021 | n/a | yes | El Segundo, CA | Current employment |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Nov 18, 2020 | Sep 15, 2021 | no | Manhattan Beach, CA|McLean, VA | Previous registration |
| AZZAD ASSET MANAGEMENT, INC. | Independent wealth | Oct 13, 2017 | Feb 25, 2019 | no | FALLS CHURCH, VA | Previous registration |
| MORGAN STANLEY | Wirehouse | Oct 2, 2012 | Nov 5, 2015 | no | Mclean, VA|Scottsdale, AZ|PHOENIX, AZ|Scottsdale, AZ | Previous registration |
| PLANNING SOLUTIONS GROUP, LLC | Former SEC adviser | May 18, 2012 | Sep 25, 2012 | no | FULTON, MD | Previous registration |
| MORGAN STANLEY | Wirehouse | May 25, 2011 | Jun 10, 2011 | no | SCOTTSDALE, AZ | Previous registration |
| RESOURCE HORIZONS INVESTMENT ADVISORY, INC. | Former SEC adviser | Jan 25, 2010 | Apr 22, 2010 | no | SCOTTSDALE, AZ | Previous registration |
| 1ST GLOBAL ADVISORS INC | Former SEC adviser | Mar 11, 2008 | Jan 21, 2010 | no | PHOENIX, AZ | Previous registration |
| EDWARD JONES | National bd RIA | Nov 27, 2007 | Dec 20, 2007 | no | ST LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | MORGAN STANLEY | Sep 15, 2021 | Sep 23, 2021 | 8 | Firm change | Ibd to wirehouse |
| AZZAD ASSET MANAGEMENT, INC. | MML INVESTORS SERVICES, LLC | Feb 25, 2019 | Nov 18, 2020 | 632 | Firm change after gap | RIA to ibd |
| MORGAN STANLEY | AZZAD ASSET MANAGEMENT, INC. | Nov 5, 2015 | Oct 13, 2017 | 708 | Firm change after gap | Other |
| PLANNING SOLUTIONS GROUP, LLC | MORGAN STANLEY | Sep 25, 2012 | Oct 2, 2012 | 7 | Firm change | Other |
| MORGAN STANLEY | PLANNING SOLUTIONS GROUP, LLC | Jun 10, 2011 | May 18, 2012 | 343 | Firm change | Other |
| RESOURCE HORIZONS INVESTMENT ADVISORY, INC. | MORGAN STANLEY | Apr 22, 2010 | May 25, 2011 | 398 | Firm change | Other |
| 1ST GLOBAL ADVISORS INC | RESOURCE HORIZONS INVESTMENT ADVISORY, INC. | Jan 21, 2010 | Jan 25, 2010 | 4 | Firm change | Other |
| EDWARD JONES | 1ST GLOBAL ADVISORS INC | Dec 20, 2007 | Mar 11, 2008 | 82 | Firm change | Other |