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Advisor at SHADE TREE PARTNERS LLC
DALLAS, TX
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 |
|---|---|---|---|---|---|---|
| SHADE TREE PARTNERS LLC | State registered | Jul 30, 2009 | n/a | yes | DALLAS, TX | Current employment |
| EVOLVE INVESTMENT ADVISORS | n/a | May 10, 2010 | May 25, 2010 | no | AUSTIN, TX | Previous registration |
| EVOLVE SECURITIES, INC. | n/a | Jul 3, 2008 | May 25, 2010 | no | DALLAS, TX | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Apr 2, 2007 | Jul 23, 2008 | no | PLANO, TX | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Jun 4, 1991 | Apr 2, 2007 | no | PLANO, TX|PLANO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EVOLVE SECURITIES, INC. | SHADE TREE PARTNERS LLC | May 25, 2010 | Jul 30, 2009 | -299 | Firm change after gap | Other |
| EVOLVE INVESTMENT ADVISORS | n/a | May 25, 2010 | n/a | n/a | Departure no registered destination | Departure |
| MORGAN STANLEY & CO. LLC | EVOLVE SECURITIES, INC. | Jul 23, 2008 | Jul 3, 2008 | -20 | Firm change | Other |
| MORGAN STANLEY DW INC. | MORGAN STANLEY & CO. LLC | Apr 2, 2007 | Apr 2, 2007 | 0 | Bulk transfer | Other |