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Advisor at MORGAN STANLEY
Atlanta, GA | Fort Lauderdale, FL
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 18, 2024 | n/a | yes | Fort Lauderdale, FL|Atlanta, GA | Current employment |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jan 14, 2014 | Feb 1, 2024 | no | ATLANTA, GA|ATLANTA, GA|CHATTANOOGA, TN | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Jan 22, 2014 | no | ATLANTA, GA|Atlanta, GA | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Aug 26, 2005 | Jun 1, 2009 | no | ATLANTA, GA|ATLANTA, GA | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Oct 11, 2004 | Aug 18, 2005 | no | ALPHARETTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | MORGAN STANLEY | Feb 1, 2024 | Jan 18, 2024 | -14 | Firm change | Wirehouse to wirehouse |
| MORGAN STANLEY | UBS FINANCIAL SERVICES INC. | Jan 22, 2014 | Jan 14, 2014 | -8 | Firm change | Wirehouse to wirehouse |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| MORGAN STANLEY DW INC. | CITIGROUP GLOBAL MARKETS INC. | Aug 18, 2005 | Aug 26, 2005 | 8 | Firm change | Other |