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Advisor at EVERHART ADVISORS
DUBLIN, OH
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 |
|---|---|---|---|---|---|---|
| EVERHART ADVISORS | Independent wealth | Apr 1, 2010 | n/a | yes | DUBLIN, OH | Current employment |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Apr 14, 2010 | no | Dublin, OH | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Dec 7, 1999 | Jun 1, 2009 | no | DUBLIN, OH|DUBLIN, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | EVERHART ADVISORS | Apr 14, 2010 | Apr 1, 2010 | -13 | Firm change | Other |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |