DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MORGAN STANLEY
PURCHASE, NY | 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 | May 26, 2026 | n/a | yes | Dallas, TX|PURCHASE, NY | Current employment |
| AMERICANA PARTNERS, LLC | Independent wealth | Dec 7, 2023 | May 11, 2026 | no | Dallas, TX|HOUSTON, TX|Dallas, TX | Previous registration |
| MORGAN STANLEY | Wirehouse | Apr 18, 2016 | Dec 1, 2023 | no | DALLAS, TX|PURCHASE, NY|NEW YORK, NY|Dallas, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERICANA PARTNERS, LLC | MORGAN STANLEY | May 11, 2026 | May 26, 2026 | 15 | Firm change | RIA to wirehouse |
| MORGAN STANLEY | AMERICANA PARTNERS, LLC | Dec 1, 2023 | Dec 7, 2023 | 6 | Firm change | Wirehouse to RIA |