DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MORGAN STANLEY
PURCHASE, NY | Sachse, 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 | Jun 8, 2023 | n/a | yes | PURCHASE, NY|Sachse, TX | Current employment |
| INDEPENDENT FINANCIAL GROUP, LLC | Bd affiliated wealth | Oct 18, 2022 | Apr 28, 2023 | no | SAN DIEGO, CA | Previous registration |
| MORGAN STANLEY | Wirehouse | Jan 1, 2019 | Oct 18, 2022 | no | San Diego, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL GROUP, LLC | MORGAN STANLEY | Apr 28, 2023 | Jun 8, 2023 | 41 | Firm change | Ibd to wirehouse |
| MORGAN STANLEY | INDEPENDENT FINANCIAL GROUP, LLC | Oct 18, 2022 | Oct 18, 2022 | 0 | Firm change | Wirehouse to ibd |