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Reading the graph
Advisor at MORGAN STANLEY
Menlo Park, 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 | Jun 2, 2025 | n/a | yes | Menlo Park, CA | Current employment |
| SAND HILL GLOBAL ADVISORS, LLC | Independent wealth | Sep 3, 2024 | May 15, 2025 | no | Palo Alto, CA | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jun 14, 2021 | Jul 5, 2024 | no | SAN FRANCISCO, CA|WALNUT CREEK, CA|SAN FRANCISCO, CA|San Jose, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SAND HILL GLOBAL ADVISORS, LLC | MORGAN STANLEY | May 15, 2025 | Jun 2, 2025 | 18 | Firm change | RIA to wirehouse |
| UBS FINANCIAL SERVICES INC. | SAND HILL GLOBAL ADVISORS, LLC | Jul 5, 2024 | Sep 3, 2024 | 60 | Firm change | Wirehouse to RIA |