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Reading the graph
Advisor at MORGAN STANLEY
Garden City, NY | Boynton Beach, 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 | Sep 12, 2025 | n/a | yes | Garden City, NY|Boynton Beach, FL | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Aug 20, 2018 | Sep 14, 2025 | no | NEW YORK, NY|Merrick, NY|Rockville Center, NY|Boynton Beach, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 24, 2016 | Aug 10, 2018 | no | NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | MORGAN STANLEY | Sep 14, 2025 | Sep 12, 2025 | -2 | Firm change | Wirehouse to wirehouse |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | J.P. MORGAN SECURITIES LLC | Aug 10, 2018 | Aug 20, 2018 | 10 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:79:NY:2018-07-31 | Aug 10, 2018 | Aug 20, 2018 | NEW YORK, NY | Firm change |