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Reading the graph
Advisor at MORGAN STANLEY
Beverly Hills, CA | Granite Bay, CA
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 | May 5, 2023 | n/a | yes | Granite Bay, CA|Beverly Hills, CA | Current employment |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | Former SEC adviser | May 22, 2015 | May 24, 2023 | no | LOS ANGELES, CA|SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | MORGAN STANLEY | May 24, 2023 | May 5, 2023 | -19 | Firm change | Ibd to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 108559:149777:CA:2023-05-19 | May 24, 2023 | May 5, 2023 | SAN FRANCISCO, CA | Firm change |