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Advisor at SPIREPOINT PRIVATE CLIENT, LLC
VERO BEACH, FL
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 |
|---|---|---|---|---|---|---|
| SPIREPOINT PRIVATE CLIENT, LLC | Independent wealth | Oct 16, 2023 | n/a | yes | VERO BEACH, FL | Current employment |
| MORGAN STANLEY | Wirehouse | Jun 1, 2017 | Oct 9, 2023 | no | Vero Beach, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Dec 12, 2014 | Jun 1, 2017 | no | VERO BEACH, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | SPIREPOINT PRIVATE CLIENT, LLC | Oct 9, 2023 | Oct 16, 2023 | 7 | Firm change | Wirehouse to new firm |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | Jun 1, 2017 | Jun 1, 2017 | 0 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149777:327350:FL:2023-10-09 | Oct 9, 2023 | Oct 16, 2023 | VERO BEACH, FL | Firm change |
| 7691:149777:FL:2017-06-01 | Jun 1, 2017 | Jun 1, 2017 | VERO BEACH, FL | Firm change |