DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MORGAN STANLEY
PURCHASE, NY
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 | Sep 24, 2024 | n/a | yes | PURCHASE, NY | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 25, 2024 | Aug 28, 2024 | no | THE WOODLANDS, TX|GREENWICH, CT|STAMFORD, CT | Previous registration |
| MORGAN STANLEY | Wirehouse | Sep 3, 2021 | Mar 26, 2024 | no | Dallas, TX|New York, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | Aug 28, 2024 | Sep 24, 2024 | 27 | Firm change | Wirehouse to wirehouse |
| MORGAN STANLEY | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Mar 26, 2024 | Mar 25, 2024 | -1 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:149777:CT:2024-08-28 | Aug 28, 2024 | Sep 24, 2024 | STAMFORD, CT | Firm change |