DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MORGAN STANLEY
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 1, 2009 | n/a | yes | San Francisco, CA | Current employment |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | May 26, 2005 | Jun 1, 2009 | no | SAN FRANCISCO, CA|SAN FRANCISCO, CA | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Jan 27, 2003 | May 25, 2005 | no | SAN FRANCISC, CA | Previous registration |
| ROBERTSON STEPHENS, INC. | n/a | Jun 14, 2002 | Aug 14, 2002 | no | SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| MORGAN STANLEY DW INC. | CITIGROUP GLOBAL MARKETS INC. | May 25, 2005 | May 26, 2005 | 1 | Firm change | Other |
| ROBERTSON STEPHENS, INC. | MORGAN STANLEY DW INC. | Aug 14, 2002 | Jan 27, 2003 | 166 | Firm change | Other |