DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MORGAN STANLEY
Tampa, 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 | Mar 27, 2025 | n/a | yes | Tampa, FL | Current employment |
| FISHER INVESTMENTS | Independent wealth | Mar 12, 2024 | Mar 13, 2025 | no | Tampa, FL|PLANO, TX | Previous registration |
| FLORIDA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Aug 17, 2022 | Feb 12, 2024 | no | Tampa, FL|TAMPA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FISHER INVESTMENTS | MORGAN STANLEY | Mar 13, 2025 | Mar 27, 2025 | 14 | Firm change | RIA to wirehouse |
| FLORIDA FINANCIAL ADVISORS, LLC | FISHER INVESTMENTS | Feb 12, 2024 | Mar 12, 2024 | 29 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 288811:107342:FL:2024-01-30 | Feb 12, 2024 | Mar 12, 2024 | TAMPA, FL | Firm change |