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Advisor at ASPIRIANT, LLC
LOS ANGELES, CA | NEW YORK, NY
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 |
|---|---|---|---|---|---|---|
| ASPIRIANT, LLC | Independent wealth | Oct 17, 2024 | n/a | yes | NEW YORK, NY|LOS ANGELES, CA | Current employment |
| MORGAN STANLEY | Wirehouse | Feb 28, 2020 | Mar 12, 2024 | no | Little Falls, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ASPIRIANT, LLC | Mar 12, 2024 | Oct 17, 2024 | 219 | Firm change | Wirehouse to RIA |