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Advisor at SOVRAN ADVISORS, LLC
PASADENA, CA
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 |
|---|---|---|---|---|---|---|
| SOVRAN ADVISORS, LLC | Independent wealth | Jul 16, 2026 | n/a | yes | PASADENA, CA | Current employment |
| MORGAN STANLEY DW INC. | n/a | May 10, 2001 | Feb 26, 2003 | no | ONTARIO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY DW INC. | SOVRAN ADVISORS, LLC | Feb 26, 2003 | Jul 16, 2026 | 8,541 | Firm change after gap | Other |