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Reading the graph
Reading the graph
Advisor at MORGAN STANLEY
Wellesley, MA
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 | Apr 11, 2025 | n/a | yes | Wellesley, MA | Current employment |
| UBS FINANCIAL SERVICES INC. | Wirehouse | May 27, 2016 | Apr 22, 2025 | no | NEW YORK, NY|WELLESLEY, MA|WELLESLEY, MA|Dover, MA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 20, 2014 | May 31, 2016 | no | HINGHAM, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | MORGAN STANLEY | Apr 22, 2025 | Apr 11, 2025 | -11 | Firm change | Wirehouse to wirehouse |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | UBS FINANCIAL SERVICES INC. | May 31, 2016 | May 27, 2016 | -4 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:8174:MA:2016-05-31 | May 31, 2016 | May 27, 2016 | HINGHAM, MA | Firm change |