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Reading the graph
Reading the graph
Advisor at MORGAN STANLEY
Fort Worth, TX
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 | Sep 9, 2022 | n/a | yes | Fort Worth, TX | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 2, 2011 | Sep 12, 2022 | no | FORT WORTH, TX|FORT WORTH, TX | Previous registration |
| EDWARD JONES | National bd RIA | Jan 19, 2010 | Sep 7, 2011 | no | ST LOUIS, MO|FT WORTH, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | Sep 12, 2022 | Sep 9, 2022 | -3 | Firm change | Wirehouse to wirehouse |
| EDWARD JONES | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Sep 7, 2011 | Sep 2, 2011 | -5 | Firm change | Ibd to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:149777:TX:2022-08-29 | Sep 12, 2022 | Sep 9, 2022 | FORT WORTH, TX | Firm change |