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Advisor at MORGAN STANLEY
Rockville, MD
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 | Jun 2, 2026 | n/a | yes | Rockville, MD | Current employment |
| EATON VANCE MANAGEMENT | Asset manager | Mar 25, 2013 | Jun 2, 2026 | no | BOSTON, MA | Previous registration |
| INVESCO ADVISERS, INC. | Asset manager | Jun 7, 2010 | Mar 5, 2013 | no | ATLANTA, GA | Previous registration |
| VAN KAMPEN ADVISORS INC | n/a | Feb 2, 2006 | Jun 3, 2010 | no | CHICAGO, IL|HOUSTON, TX | Previous registration |
| A. G. EDWARDS & SONS, INC. | n/a | Apr 9, 2004 | Jan 27, 2006 | no | RICHMOND, VA | Previous registration |
| SECURIAN FINANCIAL SERVICES, INC. | Former SEC adviser | Jun 30, 2003 | Jan 20, 2004 | no | RICHMOND, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EATON VANCE MANAGEMENT | MORGAN STANLEY | Jun 2, 2026 | Jun 2, 2026 | 0 | Firm change | Other |
| INVESCO ADVISERS, INC. | EATON VANCE MANAGEMENT | Mar 5, 2013 | Mar 25, 2013 | 20 | Firm change | Other |
| VAN KAMPEN ADVISORS INC | INVESCO ADVISERS, INC. | Jun 3, 2010 | Jun 7, 2010 | 4 | Bulk transfer | Other |
| A. G. EDWARDS & SONS, INC. | VAN KAMPEN ADVISORS INC | Jan 27, 2006 | Feb 2, 2006 | 6 | Firm change | Other |
| SECURIAN FINANCIAL SERVICES, INC. | A. G. EDWARDS & SONS, INC. | Jan 20, 2004 | Apr 9, 2004 | 80 | Firm change | Other |