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Advisor at MORGAN STANLEY
Tampa, 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 | May 27, 2025 | n/a | yes | Tampa, FL | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Apr 24, 2020 | May 28, 2025 | no | TARPON SPRINGS, FL|TAMPA, FL|TAMPA, FL | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Nov 1, 2018 | Mar 2, 2020 | no | Tampa, FL | Previous registration |
| SYNOVUS SECURITIES, INC. | Bd affiliated wealth | May 12, 2017 | Mar 28, 2018 | no | TAMPA, FL|BIRMINGHAM, AL|PALM HARBOR, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | MORGAN STANLEY | May 28, 2025 | May 27, 2025 | -1 | Firm change | Wirehouse to wirehouse |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | WELLS FARGO ADVISORS | Mar 2, 2020 | Apr 24, 2020 | 53 | Firm change | Ibd to wirehouse |
| SYNOVUS SECURITIES, INC. | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Mar 28, 2018 | Nov 1, 2018 | 218 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:149777:FL:2025-05-21 | May 28, 2025 | May 27, 2025 | TAMPA, FL | Firm change |