DFX Intelligence
Data Factory
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Reading the graph
Advisor at MORGAN STANLEY
Glenview, IL
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 | Jan 13, 2026 | n/a | yes | Glenview, IL | Current employment |
| RIVERFRONT INVESTMENT GROUP, LLC | Mixed wealth | Dec 20, 2021 | Dec 16, 2025 | no | RICHMOND, VA|Chicago, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RIVERFRONT INVESTMENT GROUP, LLC | MORGAN STANLEY | Dec 16, 2025 | Jan 13, 2026 | 28 | Firm change | RIA to wirehouse |