DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CANAAN INVESTMENT MANAGEMENT
MIDLOTHIAN, VA
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 |
|---|---|---|---|---|---|---|
| CANAAN INVESTMENT MANAGEMENT | State registered | Nov 1, 2019 | n/a | yes | MIDLOTHIAN, VA | Current employment |
| MORGAN STANLEY | Wirehouse | Jan 21, 2016 | Sep 23, 2019 | no | Washington, DC|SOUTH JORDAN, UT|Alexandria, VA|WASHINGTON, DC|Mclean, VA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Feb 25, 2015 | Jun 3, 2015 | no | VIENNA, VA|RESTON, VA|VIENNA, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | CANAAN INVESTMENT MANAGEMENT | Sep 23, 2019 | Nov 1, 2019 | 39 | Firm change | Wirehouse to state RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | Jun 3, 2015 | Jan 21, 2016 | 232 | Firm change | Wirehouse to wirehouse |