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Advisor at MORGAN STANLEY
ORMOND 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 | Sep 10, 2026 | n/a | yes | ORMOND BEACH, FL | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jun 23, 2014 | Mar 21, 2025 | no | ORLANDO, FL|ORMOND BEACH, FL|ORLANDO, FL|ORLANDO, FL|WINTER PARK, FL | Previous registration |
| SIGNATOR INVESTORS, INC. | Former SEC adviser | Mar 17, 2014 | Jun 6, 2014 | no | MAITLAND, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Nov 10, 2011 | Mar 4, 2014 | no | DAYTONA BEACH, FL|ORLANDO, FL|JACKSONVILLE, FL|NEW SMYRNA BEACH, FL | Previous registration |
| HOLLAND ADVISORY SERVICES, INC. | Independent wealth | Aug 16, 2010 | Feb 24, 2011 | no | ORMOND BEACH, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | MORGAN STANLEY | Mar 21, 2025 | Sep 10, 2026 | 538 | Firm change after gap | Wirehouse to wirehouse |
| SIGNATOR INVESTORS, INC. | WELLS FARGO ADVISORS | Jun 6, 2014 | Jun 23, 2014 | 17 | Firm change | Other |
| WELLS FARGO ADVISORS | SIGNATOR INVESTORS, INC. | Mar 4, 2014 | Mar 17, 2014 | 13 | Firm change | Other |
| HOLLAND ADVISORY SERVICES, INC. | WELLS FARGO ADVISORS | Feb 24, 2011 | Nov 10, 2011 | 259 | Firm change | Other |