DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MORGAN STANLEY
Reno, NV
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 22, 2022 | n/a | yes | Reno, NV | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Mar 14, 2012 | Feb 24, 2022 | no | RENO, NV|RENO, NV | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Mar 21, 2012 | no | RENO, NV|Reno, NV | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Aug 30, 2004 | Jun 1, 2009 | no | RENO, NV|RENO, NV | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Jan 3, 2000 | Jan 17, 2003 | no | SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | MORGAN STANLEY | Feb 24, 2022 | Feb 22, 2022 | -2 | Firm change | Wirehouse to wirehouse |
| MORGAN STANLEY | WELLS FARGO ADVISORS | Mar 21, 2012 | Mar 14, 2012 | -7 | Firm change | Wirehouse to wirehouse |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| CHARLES SCHWAB & CO., INC. | CITIGROUP GLOBAL MARKETS INC. | Jan 17, 2003 | Aug 30, 2004 | 591 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:149777:NV:2022-02-24 | Feb 24, 2022 | Feb 22, 2022 | RENO, NV | Firm change |