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Advisor at ELLSWORTH ADVISORS, LLC
HUDSON, OH
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 |
|---|---|---|---|---|---|---|
| ELLSWORTH ADVISORS, LLC | Independent wealth | Oct 21, 2021 | n/a | yes | HUDSON, OH | Current employment |
| MORGAN STANLEY | Wirehouse | Oct 19, 2009 | Jun 10, 2021 | no | BEACHWOOD, OH|Akron, OH|HUDSON, OH|Westlake, OH | Previous registration |
| ROBERT W. BAIRD & CO. INCORPORATED | Mixed wealth | May 26, 2006 | Oct 2, 2009 | no | CLEVELAND, OH|CLEVELAND, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ELLSWORTH ADVISORS, LLC | Jun 10, 2021 | Oct 21, 2021 | 133 | Firm change | Wirehouse to RIA |
| ROBERT W. BAIRD & CO. INCORPORATED | MORGAN STANLEY | Oct 2, 2009 | Oct 19, 2009 | 17 | Firm change | Other |