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Reading the graph
Advisor at MORGAN STANLEY
Barrington, IL
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 | Aug 22, 2024 | n/a | yes | Barrington, IL | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jul 27, 2020 | Oct 4, 2023 | no | BARRINGTON, IL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Oct 21, 2016 | Jun 30, 2020 | no | BARRINGTON, IL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Aug 1, 2014 | Oct 25, 2016 | no | DEER PARK, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | MORGAN STANLEY | Oct 4, 2023 | Aug 22, 2024 | 323 | Firm change | Wirehouse to wirehouse |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | WELLS FARGO ADVISORS | Oct 25, 2016 | Oct 21, 2016 | -4 | Firm change | Wirehouse to wirehouse |