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Advisor at MORGAN STANLEY
Hunt Valley, MD
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 | Dec 5, 2023 | n/a | yes | Hunt Valley, MD | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 16, 2009 | Dec 13, 2023 | no | HUNT VALLEY, MD | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Apr 2, 2007 | Jan 20, 2009 | no | HUNT VALLEY, MD|HUNT VALLEY, MD | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Jan 30, 2001 | Apr 2, 2007 | no | HUNT VALLEY, MD|HUNT VALLEY, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | Dec 13, 2023 | Dec 5, 2023 | -8 | Firm change | Wirehouse to wirehouse |
| MORGAN STANLEY & CO. LLC | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Jan 20, 2009 | Jan 16, 2009 | -4 | Firm change | Other |
| MORGAN STANLEY DW INC. | MORGAN STANLEY & CO. LLC | Apr 2, 2007 | Apr 2, 2007 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:149777:MD:2023-12-13 | Dec 13, 2023 | Dec 5, 2023 | HUNT VALLEY, MD | Firm change |