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Reading the graph
Advisor at MORGAN STANLEY
Fort Myers, FL | Cedar Rapids, IA
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 | Jun 1, 2009 | n/a | yes | Cedar Rapids, IA|Fort Myers, FL | Current employment |
| MORGAN STANLEY & CO. LLC | n/a | May 20, 2008 | Jun 1, 2009 | no | WEST DES MOINES, IA|CEDAR RAPIDS, IA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jan 1, 2008 | Apr 8, 2008 | no | CEDAR RAPIDS, IA | Previous registration |
| A. G. EDWARDS & SONS, INC. | n/a | Sep 4, 2001 | Jan 1, 2008 | no | FORT MYERS, FL|FORT MYERS, FL|CEDAR RAPIDS, IA|ST. LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY & CO. LLC | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| WELLS FARGO ADVISORS | MORGAN STANLEY & CO. LLC | Apr 8, 2008 | May 20, 2008 | 42 | Firm change | Other |
| A. G. EDWARDS & SONS, INC. | WELLS FARGO ADVISORS | Jan 1, 2008 | Jan 1, 2008 | 0 | Bulk transfer | Other |