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Advisor at MORGAN STANLEY
Seattle, WA
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 28, 2025 | n/a | yes | Seattle, WA | Current employment |
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 31, 2025 | Apr 21, 2025 | no | BOSTON, MA | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jul 29, 2022 | Mar 31, 2025 | no | SHORELINE, WA|ROMULUS, MI | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Apr 6, 2022 | May 3, 2022 | no | BELLEVUE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | MORGAN STANLEY | Apr 21, 2025 | Apr 28, 2025 | 7 | Firm change | Ibd to wirehouse |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | STRATEGIC ADVISERS LLC | Mar 31, 2025 | Mar 31, 2025 | 0 | Bulk transfer | Ibd to ibd |
| EQUITABLE ADVISORS, LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | May 3, 2022 | Jul 29, 2022 | 87 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 104555:149777:MA:2025-04-07 | Apr 21, 2025 | Apr 28, 2025 | BOSTON, MA | Firm change |