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Reading the graph
Advisor at MORGAN STANLEY
Miami, FL
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 17, 2025 | n/a | yes | Miami, FL | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 12, 2019 | Jul 14, 2025 | no | CHICAGO, IL|GUAYNABO, PR|CHARLOTTE AMALIE, VI|CHICAGO, IL|MIAMI, FL|CORAL GABLES, FL|Miami, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Aug 16, 2016 | Sep 23, 2019 | no | CHICAGO, IL | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | May 12, 2014 | Aug 9, 2016 | no | CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | Jul 14, 2025 | Jul 17, 2025 | 3 | Firm change | Wirehouse to wirehouse |
| WELLS FARGO ADVISORS | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Sep 23, 2019 | Oct 12, 2019 | 19 | Firm change | Wirehouse to wirehouse |
| J.P. MORGAN SECURITIES LLC | WELLS FARGO ADVISORS | Aug 9, 2016 | Aug 16, 2016 | 7 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:149777:FL:2025-06-20 | Jul 14, 2025 | Jul 17, 2025 | MIAMI, FL | Firm change |