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Advisor at MORGAN STANLEY
Alpharetta, GA
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 | Jul 30, 2025 | n/a | yes | Alpharetta, GA | Current employment |
| BLUECHIP WEALTH ADVISORS LLC | Independent wealth | Dec 8, 2021 | Jul 30, 2025 | no | MILTON, GA | Previous registration |
| ARKADIOS WEALTH ADVISORS | Bd affiliated wealth | Feb 3, 2021 | Dec 31, 2021 | no | Alpharetta, GA | Previous registration |
| ACG WEALTH INC. | Former SEC adviser | Apr 5, 2017 | Feb 23, 2021 | no | ATLANTA, GA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Nov 13, 2008 | Apr 3, 2017 | no | ALPHARETTA, GA|ALPHARETTA, GA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Dec 20, 2005 | Nov 10, 2008 | no | MILTON, GA|MARIETTA, GA|ROSWELL, GA|ROSWELL, GA|ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BLUECHIP WEALTH ADVISORS LLC | MORGAN STANLEY | Jul 30, 2025 | Jul 30, 2025 | 0 | Firm change | RIA to wirehouse |
| ARKADIOS WEALTH ADVISORS | BLUECHIP WEALTH ADVISORS LLC | Dec 31, 2021 | Dec 8, 2021 | -23 | Firm change | Ibd to RIA |
| ACG WEALTH INC. | ARKADIOS WEALTH ADVISORS | Feb 23, 2021 | Feb 3, 2021 | -20 | Firm change | RIA to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | ACG WEALTH INC. | Apr 3, 2017 | Apr 5, 2017 | 2 | Firm change | Other |
| WELLS FARGO ADVISORS | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Nov 10, 2008 | Nov 13, 2008 | 3 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:150419:GA:2017-04-03 | Apr 3, 2017 | Apr 5, 2017 | ALPHARETTA, GA | Firm change |