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Advisor at TWM WEALTH MANAGEMENT CORP
WEST LINN, OR
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 |
|---|---|---|---|---|---|---|
| TWM WEALTH MANAGEMENT CORP | State registered | Mar 17, 2026 | n/a | yes | WEST LINN, OR | Current employment |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Oct 25, 2011 | no | Lake Oswego, OR | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Oct 3, 2008 | Jun 1, 2009 | no | LAKE OSWEGO, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | TWM WEALTH MANAGEMENT CORP | Oct 25, 2011 | Mar 17, 2026 | 5,257 | Firm change after gap | Wirehouse to state RIA |
| MORGAN STANLEY & CO. LLC | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |