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Advisor at MORGAN STANLEY
Mclean, VA
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 | Mar 30, 2026 | n/a | yes | Mclean, VA | Current employment |
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 31, 2025 | Apr 17, 2026 | no | MCLEAN, VA|ALDIE, VA|BOSTON, MA | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jul 8, 2021 | Mar 31, 2025 | no | ALEXANDRIA, VA | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Aug 17, 2020 | Apr 13, 2021 | no | BEDFORD, NH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | MORGAN STANLEY | Apr 17, 2026 | Mar 30, 2026 | -18 | Firm change | Ibd to wirehouse |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | STRATEGIC ADVISERS LLC | Mar 31, 2025 | Mar 31, 2025 | 0 | Bulk transfer | Ibd to ibd |
| MML INVESTORS SERVICES, LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Apr 13, 2021 | Jul 8, 2021 | 86 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 104555:149777:MA:2026-04-14 | Apr 17, 2026 | Mar 30, 2026 | BOSTON, MA | Firm change |