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Advisor at MORGAN STANLEY
Dublin, 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 26, 2026 | n/a | yes | Dublin, OH | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Nov 22, 2022 | Jan 9, 2026 | no | DUBLIN, OH|ST. LOUIS, MO|Dublin, OH | Previous registration |
| THRIVENT INVESTMENT MANAGEMENT INC. | Bd affiliated wealth | Aug 12, 2019 | Oct 5, 2022 | no | Camp Hill, PA|Worthington, OH|Hilliard, OH | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Jan 2, 2019 | Apr 23, 2019 | no | Columbus, OH | Previous registration |
| NATIONWIDE SECURITIES, LLC | No RAUM reported | Jul 16, 2015 | Jan 3, 2019 | no | Grandview Heights, OH|COLUMBUS, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | MORGAN STANLEY | Jan 9, 2026 | Jan 26, 2026 | 17 | Firm change | Wirehouse to wirehouse |
| THRIVENT INVESTMENT MANAGEMENT INC. | WELLS FARGO ADVISORS | Oct 5, 2022 | Nov 22, 2022 | 48 | Firm change | Ibd to wirehouse |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | THRIVENT INVESTMENT MANAGEMENT INC. | Apr 23, 2019 | Aug 12, 2019 | 111 | Firm change | Ibd to ibd |
| NATIONWIDE SECURITIES, LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Jan 3, 2019 | Jan 2, 2019 | -1 | Firm change | Other |