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Advisor at DOMAIN MONEY ADVISORS, LLC
Enterprise, UT | NEW YORK, 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 |
|---|---|---|---|---|---|---|
| DOMAIN MONEY ADVISORS, LLC | Independent wealth | Apr 24, 2026 | n/a | yes | NEW YORK, NY|Enterprise, UT | Current employment |
| Facet | Independent wealth | Oct 3, 2022 | Apr 21, 2026 | no | Enterprise, UT|WEST PALM BEACH, FL | Previous registration |
| PERSONAL CAPITAL ADVISORS CORPORATION | Former SEC adviser | Nov 19, 2020 | Oct 4, 2022 | no | Enterprise, UT|Mesa, AZ|GREENWOOD VILLAGE, CO | Previous registration |
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Aug 7, 2017 | Nov 5, 2020 | no | Scottsdale, AZ | Previous registration |
| E*TRADE CAPITAL MANAGEMENT, LLC | Former SEC adviser | Feb 12, 2013 | Jun 30, 2017 | no | ARLINGTON, VA | Previous registration |
| MORGAN STANLEY | Wirehouse | Oct 2, 2012 | Jan 28, 2013 | no | SOUTH JORDAN, UT | Previous registration |
| CUNA BROKERAGE SERVICES, INC. | Former SEC adviser | Jul 1, 2008 | Jan 4, 2010 | no | MESQUITE, NV|WAVERLY, IA|ST GEORGE, UT | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Apr 2, 2007 | Jun 19, 2008 | no | SOUTH JORDAN, UT | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Sep 22, 2005 | Apr 2, 2007 | no | WEST VALLEY, UT|WEST VALLEY, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Facet | DOMAIN MONEY ADVISORS, LLC | Apr 21, 2026 | Apr 24, 2026 | 3 | Firm change | Other |
| PERSONAL CAPITAL ADVISORS CORPORATION | Facet | Oct 4, 2022 | Oct 3, 2022 | -1 | Firm change | RIA to RIA |
| VANGUARD ADVISERS, INC. | PERSONAL CAPITAL ADVISORS CORPORATION | Nov 5, 2020 | Nov 19, 2020 | 14 | Firm change | Ibd to RIA |
| E*TRADE CAPITAL MANAGEMENT, LLC | VANGUARD ADVISERS, INC. | Jun 30, 2017 | Aug 7, 2017 | 38 | Firm change | Other |
| MORGAN STANLEY | E*TRADE CAPITAL MANAGEMENT, LLC | Jan 28, 2013 | Feb 12, 2013 | 15 | Firm change | Other |
| CUNA BROKERAGE SERVICES, INC. | MORGAN STANLEY | Jan 4, 2010 | Oct 2, 2012 | 1,002 | Firm change after gap | Other |
| MORGAN STANLEY & CO. LLC | CUNA BROKERAGE SERVICES, INC. | Jun 19, 2008 | Jul 1, 2008 | 12 | Firm change | Other |
| MORGAN STANLEY DW INC. | MORGAN STANLEY & CO. LLC | Apr 2, 2007 | Apr 2, 2007 | 0 | Bulk transfer | Other |