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Advisor at MORGAN STANLEY
Short Hills, NJ
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 25, 2023 | n/a | yes | Short Hills, NJ | Current employment |
| RBC ROCHDALE, LLC | Bd affiliated wealth | Mar 11, 2023 | Jul 28, 2023 | no | NEW YORK, NY | Previous registration |
| REVOLVE WEALTH PARTNERS, LLC | Independent wealth | Jan 27, 2021 | Apr 4, 2023 | no | HACKENSACK, NJ | Previous registration |
| MORGAN STANLEY | Wirehouse | Aug 31, 2015 | Aug 14, 2020 | no | WARREN, NJ|Warren, NJ|NEW YORK, NY|PURCHASE, NY|Little Falls, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RBC ROCHDALE, LLC | MORGAN STANLEY | Jul 28, 2023 | Jul 25, 2023 | -3 | Firm change | Ibd to wirehouse |
| REVOLVE WEALTH PARTNERS, LLC | RBC ROCHDALE, LLC | Apr 4, 2023 | Mar 11, 2023 | -24 | Firm change | RIA to ibd |
| MORGAN STANLEY | REVOLVE WEALTH PARTNERS, LLC | Aug 14, 2020 | Jan 27, 2021 | 166 | Firm change | Wirehouse to RIA |