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Advisor at BULL HARBOR CAPITAL LLC.
BETHESDA, 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 |
|---|---|---|---|---|---|---|
| BULL HARBOR CAPITAL LLC. | Independent wealth | Feb 27, 2026 | n/a | yes | BETHESDA, MD|BETHESDA, MD | Current employment |
| MORGAN STANLEY | Wirehouse | Apr 7, 2014 | Mar 5, 2026 | no | Oak Brook, IL|NAPERVILLE, IL|Richmond, VA|Mechanicsville, VA|Mechanicsville, VA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jan 11, 2010 | Mar 31, 2014 | no | GALESBURG, IL|PEORIA, IL|ORLAND PARK, IL|PERU, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | BULL HARBOR CAPITAL LLC. | Mar 5, 2026 | Feb 27, 2026 | -6 | Firm change | Wirehouse to RIA |
| WELLS FARGO ADVISORS | MORGAN STANLEY | Mar 31, 2014 | Apr 7, 2014 | 7 | Firm change | Wirehouse to wirehouse |