DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MORGAN STANLEY
Mclean, 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 | Jun 23, 2022 | n/a | yes | Mclean, VA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Aug 6, 2013 | Jun 24, 2022 | no | WASHINGTON, DC | Previous registration |
| VOYA FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Jun 29, 2011 | Jul 23, 2013 | no | TYSONS CORNER, VA|PHILADELPHIA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | Jun 24, 2022 | Jun 23, 2022 | -1 | Firm change | Wirehouse to wirehouse |
| VOYA FINANCIAL ADVISORS, INC. | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Jul 23, 2013 | Aug 6, 2013 | 14 | Firm change | Other |