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Advisor at MORGAN STANLEY
Lawrenceville, NJ
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 | May 17, 2024 | n/a | yes | Lawrenceville, NJ | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 15, 2019 | May 22, 2024 | no | PRINCETON, NJ | Previous registration |
| STONE TORO WEALTH MANAGEMENT LLC | Former SEC adviser | Mar 6, 2015 | Oct 6, 2015 | no | PRINCETON, NJ | Previous registration |
| STONE TORO INVESTMENT ADVISERS | Former SEC adviser | Jan 17, 2013 | Mar 14, 2016 | no | PRINCETON, NJ | Previous registration |
| ZYNIN CAPITAL MANAGEMENT LLC | Former SEC adviser | May 30, 2012 | Dec 31, 2012 | no | PRINCETON, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | May 22, 2024 | May 17, 2024 | -5 | Firm change | Wirehouse to wirehouse |
| STONE TORO INVESTMENT ADVISERS | STONE TORO WEALTH MANAGEMENT LLC | Mar 14, 2016 | Mar 6, 2015 | -374 | Firm change after gap | Other |
| STONE TORO WEALTH MANAGEMENT LLC | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Oct 6, 2015 | Mar 15, 2019 | 1,256 | Firm change after gap | Other |
| ZYNIN CAPITAL MANAGEMENT LLC | STONE TORO INVESTMENT ADVISERS | Dec 31, 2012 | Jan 17, 2013 | 17 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:149777:NJ:2024-05-22 | May 22, 2024 | May 17, 2024 | PRINCETON, NJ | Firm change |