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Reading the graph
Advisor at MORGAN STANLEY
Boston, MA | Arlington, MA
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 | Jun 24, 2019 | n/a | yes | Boston, MA|Arlington, MA | Current employment |
| WASHINGTON TRUST ADVISORS | Independent wealth | Apr 15, 1994 | Jun 22, 2019 | no | WELLESLEY, MA|WELLESLEY, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WASHINGTON TRUST ADVISORS | MORGAN STANLEY | Jun 22, 2019 | Jun 24, 2019 | 2 | Firm change | RIA to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110407:149777:MA:2019-06-22 | Jun 22, 2019 | Jun 24, 2019 | WELLESLEY, MA | Firm change |