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Reading the graph
Advisor at MORGAN STANLEY
Berwyn, PA
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 10, 2024 | n/a | yes | Berwyn, PA | Current employment |
| MORGAN STANLEY | Wirehouse | May 11, 2015 | Aug 14, 2023 | no | West Conshohocken, PA|Philadelphia, PA|WINCHESTER, VA|Frederick, MD|Mclean, VA|RESTON, VA|Mount Laurel, NJ|Leesburg, VA|Alexandria, VA|Hagerstown, MD | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Sep 23, 2008 | May 28, 2015 | no | SHORT HILLS, NJ|WASHINGTON, DC|WASHINGTON, DC|PHILADELPHIA, PA|CONSHOHOCKEN, PA|CONSHOHOCKEN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | May 28, 2015 | May 11, 2015 | -17 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7059:149777:PA:2015-05-28 | May 28, 2015 | May 11, 2015 | CONSHOHOCKEN, PA | Firm change |