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Reading the graph
Advisor at MORGAN STANLEY
Atlanta, 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 |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | Wirehouse | Aug 22, 2024 | n/a | yes | Atlanta, GA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 28, 2021 | Aug 22, 2024 | no | MARIETTA, GA|TOMS RIVER, NJ|MOUNT PLEASANT, SC|ACWORTH, GA | Previous registration |
| EDWARD JONES | National bd RIA | Apr 1, 2019 | Oct 19, 2021 | no | Dallas, GA|ST LOUIS, MO | Previous registration |
| AMB WEALTH, LLC | Independent wealth | Feb 23, 2018 | Jan 14, 2019 | no | THOMASVILLE, GA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Dec 2, 2010 | Jan 2, 2018 | no | NEW YORK, NY|JACKSONVILLE, FL|NEW YORK, NY|NEW YORK, NY|JACKSONVILLE, FL|JACKSONVILLE, FL|JACKSONVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | Aug 22, 2024 | Aug 22, 2024 | 0 | Firm change | Wirehouse to wirehouse |
| EDWARD JONES | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Oct 19, 2021 | Oct 28, 2021 | 9 | Firm change | Ibd to wirehouse |
| AMB WEALTH, LLC | EDWARD JONES | Jan 14, 2019 | Apr 1, 2019 | 77 | Firm change | RIA to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | AMB WEALTH, LLC | Jan 2, 2018 | Feb 23, 2018 | 52 | Firm change | Wirehouse to RIA |