DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MORGAN STANLEY
Pass Christian, MS | San Francisco, 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 | Jun 2, 2025 | n/a | yes | San Francisco, CA|Pass Christian, MS | Current employment |
| GUARDIAN INVESTMENT MANAGEMENT | Independent wealth | Aug 12, 2013 | Dec 31, 2018 | no | TIBURON, CA | Previous registration |
| STEWART & PATTEN CO LLC | Former SEC adviser | Jan 13, 1998 | Apr 30, 2013 | no | SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GUARDIAN INVESTMENT MANAGEMENT | MORGAN STANLEY | Dec 31, 2018 | Jun 2, 2025 | 2,345 | Firm change after gap | RIA to wirehouse |
| STEWART & PATTEN CO LLC | GUARDIAN INVESTMENT MANAGEMENT | Apr 30, 2013 | Aug 12, 2013 | 104 | Firm change | Other |