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Advisor at ADVICE AND PLANNING SERVICES
WASHINGTON, DC | Washington, DC
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 |
|---|---|---|---|---|---|---|
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Aug 31, 2026 | n/a | yes | WASHINGTON, DC|Washington, DC | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Dec 15, 2023 | Apr 18, 2024 | no | Boston, MA | Previous registration |
| MORGAN STANLEY | Wirehouse | May 23, 2017 | Jul 10, 2019 | no | Boston, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | ADVICE AND PLANNING SERVICES | Apr 18, 2024 | Aug 31, 2026 | 865 | Firm change after gap | Wirehouse to ibd |
| MORGAN STANLEY | J.P. MORGAN SECURITIES LLC | Jul 10, 2019 | Dec 15, 2023 | 1,619 | Firm change after gap | Wirehouse to wirehouse |