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Reading the graph
Advisor at ORCA INVESTMENT MANAGEMENT, LLC
Walnut Creek, 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 |
|---|---|---|---|---|---|---|
| ORCA INVESTMENT MANAGEMENT, LLC | Independent wealth | Mar 12, 2026 | n/a | yes | Walnut Creek, CA | Current employment |
| MORGAN STANLEY | Wirehouse | Nov 8, 2022 | Nov 21, 2024 | no | San Francisco, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ORCA INVESTMENT MANAGEMENT, LLC | Nov 21, 2024 | Mar 12, 2026 | 476 | Firm change after gap | Wirehouse to RIA |