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Advisor at MORGAN STANLEY
Columbus, OH
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 | Jan 14, 2025 | n/a | yes | Columbus, OH | Current employment |
| NATIONWIDE INVESTMENT ADVISORS, LLC | Bd affiliated wealth | May 24, 2018 | Aug 2, 2024 | no | COLUMBUS, OH | Previous registration |
| MORGAN STANLEY | Wirehouse | Apr 19, 2016 | May 7, 2018 | no | Columbus, OH | Previous registration |
| NEUBERGER BERMAN BD LLC | No RAUM reported | May 21, 2014 | Dec 4, 2015 | no | GALENA, OH|NEW YORK, NY | Previous registration |
| MANNING & NAPIER ADVISORS, LLC | Mixed wealth | Dec 11, 2003 | Nov 2, 2004 | no | DUBLIN, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NATIONWIDE INVESTMENT ADVISORS, LLC | MORGAN STANLEY | Aug 2, 2024 | Jan 14, 2025 | 165 | Firm change | Ibd to wirehouse |
| MORGAN STANLEY | NATIONWIDE INVESTMENT ADVISORS, LLC | May 7, 2018 | May 24, 2018 | 17 | Firm change | Wirehouse to ibd |
| NEUBERGER BERMAN BD LLC | MORGAN STANLEY | Dec 4, 2015 | Apr 19, 2016 | 137 | Firm change | Other |
| MANNING & NAPIER ADVISORS, LLC | NEUBERGER BERMAN BD LLC | Nov 2, 2004 | May 21, 2014 | 3,487 | Firm change after gap | Other |