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Reading the graph
Advisor at MORGAN STANLEY
Oak Brook, IL
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 | Aug 28, 2023 | n/a | yes | Oak Brook, IL | Current employment |
| SAVANT WEALTH MANAGEMENT | Independent wealth | Feb 20, 2020 | Aug 1, 2022 | no | Lincolnshire, IL|ROCKFORD, IL|CHICAGO, IL | Previous registration |
| HUBER FINANCIAL | Former SEC adviser | Mar 3, 2017 | Aug 2, 2020 | no | LINCOLNSHIRE, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SAVANT WEALTH MANAGEMENT | MORGAN STANLEY | Aug 1, 2022 | Aug 28, 2023 | 392 | Firm change | RIA to wirehouse |
| HUBER FINANCIAL | SAVANT WEALTH MANAGEMENT | Aug 2, 2020 | Feb 20, 2020 | -164 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 153747:107271:IL:2020-08-02 | Aug 2, 2020 | Feb 20, 2020 | LINCOLNSHIRE, IL | Firm change after gap |