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Advisor at MORGAN STANLEY
Atlanta, GA
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 19, 2024 | n/a | yes | Atlanta, GA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Feb 19, 2019 | Jan 30, 2024 | no | ATLANTA, GA|DULUTH, GA|DULUTH, GA|DULUTH, GA | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Aug 30, 2012 | Feb 28, 2019 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | MORGAN STANLEY | Jan 30, 2024 | Jan 19, 2024 | -11 | Firm change | Wirehouse to wirehouse |
| UBS FINANCIAL SERVICES INC. | WELLS FARGO ADVISORS | Feb 28, 2019 | Feb 19, 2019 | -9 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8174:19616:GA:2019-02-26 | Feb 28, 2019 | Feb 19, 2019 | ATLANTA, GA | Firm change |