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Reading the graph
Reading the graph
Advisor at STONE ISLAND FINANCIAL PLANNING
Scottsdale, AZ | NAPERVILLE, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| STONE ISLAND FINANCIAL PLANNING | Independent wealth | Mar 2, 2009 | n/a | yes | NAPERVILLE, IL|Scottsdale, AZ | Current employment |
| MORGAN STANLEY & CO. LLC | n/a | Apr 2, 2007 | Mar 11, 2009 | no | LISLE, IL | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Jan 14, 2003 | Apr 2, 2007 | no | LISLE, IL|LISLE, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY & CO. LLC | STONE ISLAND FINANCIAL PLANNING | Mar 11, 2009 | Mar 2, 2009 | -9 | Firm change | Other |
| MORGAN STANLEY DW INC. | MORGAN STANLEY & CO. LLC | Apr 2, 2007 | Apr 2, 2007 | 0 | Bulk transfer | Other |