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Reading the graph
Advisor at MORGAN STANLEY
Dallas, TX
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 | Nov 7, 2025 | n/a | yes | Dallas, TX | Current employment |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jul 9, 2010 | Nov 19, 2025 | no | DALLAS, TX | Previous registration |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | Bd affiliated wealth | Jan 30, 2004 | Aug 2, 2010 | no | DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | MORGAN STANLEY | Nov 19, 2025 | Nov 7, 2025 | -12 | Firm change | Wirehouse to wirehouse |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | UBS FINANCIAL SERVICES INC. | Aug 2, 2010 | Jul 9, 2010 | -24 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8174:149777:TX:2025-11-19 | Nov 19, 2025 | Nov 7, 2025 | DALLAS, TX | Firm change |