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Reading the graph
Advisor at MORGAN STANLEY
West Palm Beach, FL
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 21, 2019 | n/a | yes | West Palm Beach, FL | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jun 26, 2014 | May 30, 2019 | no | BOCA RATON, FL|PALM BEACH, FL|PALM BEACH, FL|PALM BEACH, FL|PALM BEACH, FL | Previous registration |
| 1ST DISCOUNT BROKERAGE, INC. | Independent wealth | Jan 3, 2013 | Oct 21, 2013 | no | LAKE WORTH, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | MORGAN STANLEY | May 30, 2019 | Jun 21, 2019 | 22 | Firm change | Wirehouse to wirehouse |
| 1ST DISCOUNT BROKERAGE, INC. | WELLS FARGO ADVISORS | Oct 21, 2013 | Jun 26, 2014 | 248 | Firm change | Other |