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Advisor at MORGAN STANLEY
Bloomfield Hills, MI
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 | Oct 13, 2023 | n/a | yes | Bloomfield Hills, MI | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Feb 17, 2012 | Oct 18, 2023 | no | TROY, MI | Previous registration |
| LEONARD AND COMPANY | Former SEC adviser | Sep 24, 2010 | Feb 16, 2012 | no | TROY, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | MORGAN STANLEY | Oct 18, 2023 | Oct 13, 2023 | -5 | Firm change | Wirehouse to wirehouse |
| LEONARD AND COMPANY | WELLS FARGO ADVISORS | Feb 16, 2012 | Feb 17, 2012 | 1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:149777:MI:2023-10-18 | Oct 18, 2023 | Oct 13, 2023 | TROY, MI | Firm change |