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Reading the graph
Advisor at MORGAN STANLEY
GILBERT, AZ
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 | Oct 1, 2024 | n/a | yes | GILBERT, AZ | Current employment |
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Nov 16, 2023 | Aug 14, 2024 | no | Scottsdale, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VANGUARD ADVISERS, INC. | MORGAN STANLEY | Aug 14, 2024 | Oct 1, 2024 | 48 | Firm change | Ibd to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 106715:149777:AZ:2024-08-08 | Aug 14, 2024 | Oct 1, 2024 | SCOTTSDALE, AZ | Firm change |