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Reading the graph
Advisor at MORGAN STANLEY
Jacksonville, FL
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 | May 27, 2022 | n/a | yes | Jacksonville, FL | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 28, 2017 | May 16, 2022 | no | ATLANTA, GA|ATLANTA, GA|ATLANTA, GA|JACKSONVILLE, FL|NEW YORK, NY | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Jul 14, 2014 | Mar 22, 2017 | no | ALPHARETTA, GA|ATLANTA, GA|ALPHARETTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | May 16, 2022 | May 27, 2022 | 11 | Firm change | Wirehouse to wirehouse |
| STRATEGIC ADVISERS LLC | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Mar 22, 2017 | Mar 28, 2017 | 6 | Firm change | Ibd to wirehouse |