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Reading the graph
Advisor at SPIREPOINT PRIVATE CLIENT, LLC
VERO BEACH, FL | PALM BEACH GARDENS, FL
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 |
|---|---|---|---|---|---|---|
| SPIREPOINT PRIVATE CLIENT, LLC | Independent wealth | Sep 9, 2025 | n/a | yes | VERO BEACH, FL|PALM BEACH GARDENS, FL | Current employment |
| MORGAN STANLEY | Wirehouse | Mar 13, 2015 | Sep 3, 2025 | no | West Palm Beach, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | May 7, 2001 | Mar 17, 2015 | no | WEST PALM BEACH, FL|WEST PALM BEACH, FL|PALM BEACH, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | SPIREPOINT PRIVATE CLIENT, LLC | Sep 3, 2025 | Sep 9, 2025 | 6 | Firm change | Wirehouse to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | Mar 17, 2015 | Mar 13, 2015 | -4 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149777:327350:FL:2025-09-01 | Sep 3, 2025 | Sep 9, 2025 | WEST PALM BEACH, FL | Firm change |
| 7691:149777:FL:2015-03-17 | Mar 17, 2015 | Mar 13, 2015 | PALM BEACH, FL | Firm change |