DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at BIGSUR PARTNERS, LLC
MIAMI, 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 |
|---|---|---|---|---|---|---|
| BIGSUR PARTNERS, LLC | Independent wealth | Dec 23, 2019 | n/a | yes | MIAMI, FL | Current employment |
| MORGAN STANLEY | Wirehouse | Oct 18, 2011 | Sep 16, 2019 | no | Miami, FL|Coral Gables, FL | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jan 1, 2010 | Sep 6, 2011 | no | CORAL GABLES, FL | Previous registration |
| UBS INTERNATIONAL INC. | n/a | Apr 16, 2007 | Jan 1, 2010 | no | CORAL GABLES, FL | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Oct 23, 2006 | Apr 13, 2007 | no | LOS ANGELES, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | BIGSUR PARTNERS, LLC | Sep 16, 2019 | Dec 23, 2019 | 98 | Firm change | Other |
| UBS FINANCIAL SERVICES INC. | MORGAN STANLEY | Sep 6, 2011 | Oct 18, 2011 | 42 | Firm change | Wirehouse to wirehouse |
| UBS INTERNATIONAL INC. | UBS FINANCIAL SERVICES INC. | Jan 1, 2010 | Jan 1, 2010 | 0 | Bulk transfer | Other |
| UBS FINANCIAL SERVICES INC. | UBS INTERNATIONAL INC. | Apr 13, 2007 | Apr 16, 2007 | 3 | Firm change | Other |