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Advisor at MORGAN STANLEY
New York, NY
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 25, 2023 | n/a | yes | New York, NY | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Oct 26, 2018 | Feb 1, 2023 | no | NEW YORK, NY | Previous registration |
| MOORS & CABOT, INC | Bd affiliated wealth | Apr 16, 2018 | Sep 25, 2018 | no | BOSTON, MA|BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | MORGAN STANLEY | Feb 1, 2023 | Jan 25, 2023 | -7 | Firm change | Wirehouse to wirehouse |
| MOORS & CABOT, INC | WELLS FARGO ADVISORS | Sep 25, 2018 | Oct 26, 2018 | 31 | Firm change | Ibd to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:149777:NY:2023-01-25 | Feb 1, 2023 | Jan 25, 2023 | NEW YORK, NY | Firm change |