DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MORGAN STANLEY
West Conshohocken, PA
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 | Jan 21, 2022 | n/a | yes | West Conshohocken, PA | Current employment |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Oct 9, 2017 | Feb 1, 2022 | no | CONSHOHOCKEN, PA|PHILADELPHIA, PA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Aug 31, 2016 | Sep 26, 2017 | no | BLUE BELL, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | MORGAN STANLEY | Feb 1, 2022 | Jan 21, 2022 | -11 | Firm change | Wirehouse to wirehouse |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | UBS FINANCIAL SERVICES INC. | Sep 26, 2017 | Oct 9, 2017 | 13 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8174:149777:PA:2022-01-28 | Feb 1, 2022 | Jan 21, 2022 | PHILADELPHIA, PA | Firm change |