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Advisor at TWO TWELVE PLANNING, INC.
SENOIA, GA
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 |
|---|---|---|---|---|---|---|
| TWO TWELVE PLANNING, INC. | State registered | Feb 9, 2018 | n/a | yes | SENOIA, GA | Current employment |
| MORGAN STANLEY | Wirehouse | Mar 3, 2016 | Feb 12, 2018 | no | PEACHTREE CITY, GA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Dec 14, 2012 | Mar 2, 2016 | no | PEACHTREE CITY, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | TWO TWELVE PLANNING, INC. | Feb 12, 2018 | Feb 9, 2018 | -3 | Firm change | Wirehouse to state RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | Mar 2, 2016 | Mar 3, 2016 | 1 | Firm change | Wirehouse to wirehouse |