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Reading the graph
Advisor at MORGAN STANLEY
Sewickley, PA
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 9, 2020 | n/a | yes | Sewickley, PA | Current employment |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Sep 20, 2010 | Jun 17, 2020 | no | PITTSBURGH, PA|PITTSBURGH, PA|CANONSBURG, PA|SEWICKLEY, PA|SEWICKLEY, PA | Previous registration |
| FEDERATED INVESTMENT COUNSELING | Institutional manager | Jul 27, 2006 | Nov 20, 2007 | no | PITTSBURGH, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | MORGAN STANLEY | Jun 17, 2020 | Jun 9, 2020 | -8 | Firm change | Wirehouse to wirehouse |
| FEDERATED INVESTMENT COUNSELING | UBS FINANCIAL SERVICES INC. | Nov 20, 2007 | Sep 20, 2010 | 1,035 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8174:149777:PA:2020-06-08 | Jun 17, 2020 | Jun 9, 2020 | SEWICKLEY, PA | Firm change |