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Advisor at MORGAN STANLEY
New York, NY
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 | May 21, 2020 | n/a | yes | New York, NY | Current employment |
| LEBENTHAL WEALTH ADVISORS, LLC | Former SEC adviser | May 13, 2014 | Jun 16, 2016 | no | NEW YORK, NY | Previous registration |
| LEBENTHAL ASSET MANAGEMENT, LLC | Former SEC adviser | Mar 28, 2014 | Jun 26, 2014 | no | NEW YORK, NY | Previous registration |
| MORGAN STANLEY | Wirehouse | Aug 24, 2011 | Apr 7, 2014 | no | New York, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LEBENTHAL WEALTH ADVISORS, LLC | MORGAN STANLEY | Jun 16, 2016 | May 21, 2020 | 1,435 | Firm change after gap | Other |
| LEBENTHAL ASSET MANAGEMENT, LLC | LEBENTHAL WEALTH ADVISORS, LLC | Jun 26, 2014 | May 13, 2014 | -44 | Channel change | Other |
| MORGAN STANLEY | LEBENTHAL ASSET MANAGEMENT, LLC | Apr 7, 2014 | Mar 28, 2014 | -10 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 169612:149777:NY:2016-06-02 | Jun 16, 2016 | May 21, 2020 | NEW YORK, NY | Firm change after gap |