DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MORGAN STANLEY
New York, 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 11, 2026 | n/a | yes | New York, NY | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | May 18, 2018 | Sep 13, 2026 | no | NEW YORK, NY|Atlantic Highlands, NJ | Previous registration |
| MORGAN STANLEY | Wirehouse | Feb 22, 2010 | May 21, 2018 | no | New York, NY | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Feb 10, 2009 | Feb 10, 2009 | no | NEW YORK, NY|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | MORGAN STANLEY | Sep 13, 2026 | Sep 11, 2026 | -2 | Firm change | Wirehouse to wirehouse |
| MORGAN STANLEY | J.P. MORGAN SECURITIES LLC | May 21, 2018 | May 18, 2018 | -3 | Firm change | Wirehouse to wirehouse |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Feb 10, 2009 | Feb 22, 2010 | 377 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 79:149777:NJ:2026-09-11 | Sep 13, 2026 | Sep 11, 2026 | ATLANTIC HIGHLANDS, NJ | Firm change |
| 149777:79:NY:2018-05-21 | May 21, 2018 | May 18, 2018 | NEW YORK, NY | Firm change |