DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MORGAN STANLEY
SOUTH JORDAN, UT
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 | Jul 6, 2026 | n/a | yes | SOUTH JORDAN, UT | Current employment |
| SOFI WEALTH LLC | Bd affiliated wealth | May 1, 2024 | Jun 23, 2026 | no | SAN FRANCISCO, CA|Cottonwood Heights, UT | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 8, 2022 | Apr 29, 2024 | no | Salt Lake City, UT|NEW YORK, NY|SALT LAKE CITY, UT|LAS VEGAS, NV|SALT LAKE CITY, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SOFI WEALTH LLC | MORGAN STANLEY | Jun 23, 2026 | Jul 6, 2026 | 13 | Firm change | Ibd to wirehouse |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | SOFI WEALTH LLC | Apr 29, 2024 | May 1, 2024 | 2 | Firm change | Wirehouse to ibd |