DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MORGAN STANLEY
Richmond, VA
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 | Jan 15, 2026 | n/a | yes | Richmond, VA | Current employment |
| EDWARD JONES | National bd RIA | Jun 23, 2017 | Jan 16, 2026 | no | Richmond, VA|ST LOUIS, MO|RICHMOND, VA|RICHMOND, VA|RICHMOND, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | MORGAN STANLEY | Jan 16, 2026 | Jan 15, 2026 | -1 | Firm change | Ibd to wirehouse |