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Advisor at SAND HILL GLOBAL ADVISORS, LLC
PALO ALTO, CA
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 |
|---|---|---|---|---|---|---|
| SAND HILL GLOBAL ADVISORS, LLC | Independent wealth | Nov 9, 2011 | n/a | yes | PALO ALTO, CA | Current employment |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Oct 26, 2011 | no | MENLO PARK, CA|MENLO PARK, CA | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Mar 23, 2009 | Jun 1, 2009 | no | MENLO PARK, CA|MENLO PARK, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | SAND HILL GLOBAL ADVISORS, LLC | Oct 26, 2011 | Nov 9, 2011 | 14 | Firm change | Other |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |