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Reading the graph
Advisor at MORGAN STANLEY
White Plains, NY | PURCHASE, 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 | Nov 12, 2024 | n/a | yes | White Plains, NY|PURCHASE, NY | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Mar 21, 2023 | Oct 14, 2024 | no | NAPERVILLE, IL|Chicago, IL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 31, 2022 | Mar 9, 2023 | no | PENNINGTON, NJ|CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | MORGAN STANLEY | Oct 14, 2024 | Nov 12, 2024 | 29 | Firm change | Wirehouse to wirehouse |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | WELLS FARGO ADVISORS | Mar 9, 2023 | Mar 21, 2023 | 12 | Firm change | Wirehouse to wirehouse |