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Reading the graph
Advisor at MORGAN STANLEY
Alpharetta, GA | 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 | Sep 5, 2025 | n/a | yes | Alpharetta, GA|PURCHASE, NY | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jul 27, 2023 | Jan 21, 2025 | no | PEACHTREE CITY, GA | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Jul 24, 2020 | Jun 26, 2023 | no | BROOKLYN, NY|PEACHTREE CITY, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | Jan 21, 2025 | Sep 5, 2025 | 227 | Firm change | Wirehouse to wirehouse |
| J.P. MORGAN SECURITIES LLC | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Jun 26, 2023 | Jul 27, 2023 | 31 | Firm change | Wirehouse to wirehouse |