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Reading the graph
Advisor at ONESEVEN
BEACHWOOD, OH | Delaware, OH
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 |
|---|---|---|---|---|---|---|
| Oneseven | Independent wealth | Jul 1, 2016 | n/a | yes | Delaware, OH|BEACHWOOD, OH | Current employment |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Jul 30, 2016 | no | BEACHWOOD, OH|Pepper Pike, OH | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Feb 5, 2009 | Jun 1, 2009 | no | BEACHWOOD, OH | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Dec 1, 2003 | Nov 17, 2008 | no | CHAGRIN FALLS, OH|SCOTTSDALE, AZ|SCOTTSDALE, AZ|PEPPER PIKE, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | Oneseven | Jul 30, 2016 | Jul 1, 2016 | -29 | Firm change | Wirehouse to new firm |
| MORGAN STANLEY & CO. LLC | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY & CO. LLC | Nov 17, 2008 | Feb 5, 2009 | 80 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149777:283087:OH:2016-07-30 | Jul 30, 2016 | Jul 1, 2016 | PEPPER PIKE, OH | Firm change |