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Reading the graph
Advisor at MORGAN STANLEY
Jericho, NY
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 | Apr 22, 2022 | n/a | yes | Jericho, NY | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 15, 2016 | Apr 25, 2022 | no | MELVILLE, NY | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | May 17, 2011 | Sep 14, 2016 | no | NEW YORK, NY|GARDEN CITY, NY|GARDEN CITY, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | Apr 25, 2022 | Apr 22, 2022 | -3 | Firm change | Wirehouse to wirehouse |
| WELLS FARGO ADVISORS | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Sep 14, 2016 | Sep 15, 2016 | 1 | Firm change | Wirehouse to wirehouse |