DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MORGAN STANLEY
Palm Harbor, 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 | May 12, 2022 | n/a | yes | Palm Harbor, FL | Current employment |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Aug 6, 2020 | Nov 3, 2021 | no | SAN DIEGO, CA | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 20, 2019 | May 7, 2020 | no | San Francisco, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | MORGAN STANLEY | Nov 3, 2021 | May 12, 2022 | 190 | Firm change | Wirehouse to wirehouse |
| MORGAN STANLEY | UBS FINANCIAL SERVICES INC. | May 7, 2020 | Aug 6, 2020 | 91 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8174:149777:CA:2021-10-12 | Nov 3, 2021 | May 12, 2022 | SAN DIEGO, CA | Firm change |
| 149777:8174:CA:2020-05-07 | May 7, 2020 | Aug 6, 2020 | SAN FRANCISCO, CA | Firm change |