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Reading the graph
Advisor at MORGAN STANLEY
Pasadena, 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 |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | Wirehouse | Sep 18, 2025 | n/a | yes | Pasadena, CA | Current employment |
| LAIDLAW WEALTH MANAGEMENT LLC | Independent wealth | Mar 12, 2021 | Oct 13, 2025 | no | Pasadena, CA|NEW YORK, NY | Previous registration |
| MORGAN STANLEY | Wirehouse | Jan 15, 2019 | Mar 31, 2021 | no | Pasadena, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LAIDLAW WEALTH MANAGEMENT LLC | MORGAN STANLEY | Oct 13, 2025 | Sep 18, 2025 | -25 | Firm change | RIA to wirehouse |
| MORGAN STANLEY | LAIDLAW WEALTH MANAGEMENT LLC | Mar 31, 2021 | Mar 12, 2021 | -19 | Firm change | Wirehouse to RIA |