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Advisor at MORGAN STANLEY
Bowling Green, KY | Nashville, TN
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 25, 2022 | n/a | yes | Nashville, TN|Bowling Green, KY | Current employment |
| Stephens | Bd affiliated wealth | Nov 11, 2019 | Dec 8, 2020 | no | NASHVILLE, TN | Previous registration |
| EDWARD JONES | National bd RIA | Jul 1, 2019 | Nov 15, 2019 | no | NASHVILLE, TN | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Apr 22, 2016 | May 31, 2019 | no | HATTIESBURG, MS | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jan 15, 2004 | Feb 3, 2016 | no | NASHVILLE, TN|NASHVILLE, TN|FRANKLIN, TN|NASHVILLE, TN|WEEHAWKEN, NJ|NORTHBROOK, IL|NASHVILLE, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Stephens | MORGAN STANLEY | Dec 8, 2020 | Apr 25, 2022 | 503 | Firm change after gap | Ibd to wirehouse |
| EDWARD JONES | Stephens | Nov 15, 2019 | Nov 11, 2019 | -4 | Firm change | Ibd to ibd |
| WELLS FARGO ADVISORS | EDWARD JONES | May 31, 2019 | Jul 1, 2019 | 31 | Firm change | Wirehouse to ibd |
| UBS FINANCIAL SERVICES INC. | WELLS FARGO ADVISORS | Feb 3, 2016 | Apr 22, 2016 | 79 | Firm change | Wirehouse to wirehouse |