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Reading the graph
Advisor at MORGAN STANLEY
Louisville, KY
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 | Feb 10, 2026 | n/a | yes | Louisville, KY | Current employment |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Aug 14, 2000 | Feb 20, 2026 | no | LOUISVILLE, KY|LOUISVILLE, KY|LOUISVILLE, KY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | MORGAN STANLEY | Feb 20, 2026 | Feb 10, 2026 | -10 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8174:149777:KY:2026-02-20 | Feb 20, 2026 | Feb 10, 2026 | LOUISVILLE, KY | Firm change |