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Advisor at MORGAN STANLEY
Boston, MA
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 | Dec 22, 2017 | n/a | yes | Boston, MA | Current employment |
| EATON VANCE WATEROAK ADVISORS | Former SEC adviser | Aug 19, 2004 | Feb 17, 2016 | no | BOSTON, MA | Previous registration |
| DWS INVESTMENT MANAGEMENT AMERICAS, INC. | Other adviser | Feb 13, 2001 | Jul 22, 2004 | no | BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EATON VANCE WATEROAK ADVISORS | MORGAN STANLEY | Feb 17, 2016 | Dec 22, 2017 | 674 | Firm change after gap | Other |
| DWS INVESTMENT MANAGEMENT AMERICAS, INC. | EATON VANCE WATEROAK ADVISORS | Jul 22, 2004 | Aug 19, 2004 | 28 | Firm change | Other |