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Advisor at MORGAN STANLEY
Hunt Valley, MD | Columbia, MD
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 | Apr 10, 2025 | n/a | yes | Columbia, MD|Hunt Valley, MD | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Sep 17, 2014 | Jan 30, 2025 | no | WASHINGTON, DC|BALTIMORE, MD|HAGERSTOWN, MD|HUNT VALLEY, MD|HUNT VALLEY, MD | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Sep 23, 2014 | no | Lutherville, MD|Hunt Valley, MD|Baltimore, MD|Lutherville, MD|Baltimore, MD|Hunt Valley, MD | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Apr 2, 2007 | Jun 1, 2009 | no | HUNT VALLEY, MD | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Jul 29, 1998 | Apr 2, 2007 | no | LUTHERVILLE, MD|ELLICOTT CITY, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | MORGAN STANLEY | Jan 30, 2025 | Apr 10, 2025 | 70 | Firm change | Wirehouse to wirehouse |
| MORGAN STANLEY | WELLS FARGO ADVISORS | Sep 23, 2014 | Sep 17, 2014 | -6 | Firm change | Wirehouse to wirehouse |
| MORGAN STANLEY & CO. LLC | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| MORGAN STANLEY DW INC. | MORGAN STANLEY & CO. LLC | Apr 2, 2007 | Apr 2, 2007 | 0 | Bulk transfer | Other |