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Advisor at MORGAN STANLEY
Winter Park, 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 | Mar 11, 2024 | n/a | yes | Winter Park, FL | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jul 19, 2016 | Mar 19, 2024 | no | WINTER PARK, FL|ORLANDO, FL|ORLANDO, FL|WINTER PARK, FL | Previous registration |
| BLUESKYE INVESTMENT ADVISERS, LLC | State registered | Jul 6, 2015 | Jul 18, 2016 | no | WINTER PARK, FL|ORLANDO, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 5, 2012 | Jun 19, 2015 | no | WINTER PARK, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | MORGAN STANLEY | Mar 19, 2024 | Mar 11, 2024 | -8 | Firm change | Wirehouse to wirehouse |
| BLUESKYE INVESTMENT ADVISERS, LLC | WELLS FARGO ADVISORS | Jul 18, 2016 | Jul 19, 2016 | 1 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | BLUESKYE INVESTMENT ADVISERS, LLC | Jun 19, 2015 | Jul 6, 2015 | 17 | Firm change | Wirehouse to state RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:149777:FL:2024-03-19 | Mar 19, 2024 | Mar 11, 2024 | WINTER PARK, FL | Firm change |