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Reading the graph
Advisor at MORGAN STANLEY
Boston, MA | PORTSMOUTH, NH
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 | Mar 28, 2025 | n/a | yes | PORTSMOUTH, NH|Boston, MA | Current employment |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Oct 20, 2008 | Apr 16, 2025 | no | YORK, ME|BOSTON, MA|WEEHAWKEN, NJ|BOSTON, MA|PORTSMOUTH, NH|York, ME|York, ME | Previous registration |
| LEHMAN BROTHERS INC. | n/a | Feb 14, 2008 | Oct 15, 2008 | no | NEW YORK, NY|BOSTON, MA|BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | MORGAN STANLEY | Apr 16, 2025 | Mar 28, 2025 | -19 | Firm change | Wirehouse to wirehouse |
| LEHMAN BROTHERS INC. | UBS FINANCIAL SERVICES INC. | Oct 15, 2008 | Oct 20, 2008 | 5 | Firm change | Other |