DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MORGAN STANLEY
Orlando, FL
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 | Jun 26, 2020 | n/a | yes | Orlando, FL | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 8, 2010 | Jun 29, 2020 | no | ORLANDO, FL | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Sep 30, 2010 | no | Orlando, FL | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Apr 2, 2007 | Jun 1, 2009 | no | ORLANDO, FL | Previous registration |
| MORGAN STANLEY DW INC. | n/a | May 12, 2006 | Apr 2, 2007 | no | ORLANDO, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | May 20, 1996 | May 1, 2006 | no | HEATHROW, FL|LAKE MARY, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | Jun 29, 2020 | Jun 26, 2020 | -3 | Firm change | Wirehouse to wirehouse |
| MORGAN STANLEY | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Sep 30, 2010 | Oct 8, 2010 | 8 | Firm change | Wirehouse to wirehouse |
| MORGAN STANLEY & CO. LLC | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| MORGAN STANLEY DW INC. | MORGAN STANLEY & CO. LLC | Apr 2, 2007 | Apr 2, 2007 | 0 | Bulk transfer | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY DW INC. | May 1, 2006 | May 12, 2006 | 11 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:149777:FL:2020-06-29 | Jun 29, 2020 | Jun 26, 2020 | ORLANDO, FL | Firm change |