DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MORGAN STANLEY
Bloomfield Hills, MI
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 | Apr 16, 2026 | n/a | yes | Bloomfield Hills, MI | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Aug 21, 2023 | May 12, 2026 | no | Bloomfield Hills, MI|Farmington Hills, MI|Lake Orion, MI | Previous registration |
| COMERICA SECURITIES | Former SEC adviser | Feb 27, 2003 | Nov 6, 2023 | no | FARMINGTON, MI|FARMINGTON, MI|BLOOMFIELD HILLS, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | MORGAN STANLEY | May 12, 2026 | Apr 16, 2026 | -26 | Firm change | Ibd to wirehouse |
| COMERICA SECURITIES | AMERIPRISE FINANCIAL SERVICES, LLC | Nov 6, 2023 | Aug 21, 2023 | -77 | Bulk transfer | RIA to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6363:149777:MI:2026-05-12 | May 12, 2026 | Apr 16, 2026 | LAKE ORION, MI | Firm change |