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Advisor at LOFTIN WEALTH PARTNERS
JOHNS CREEK, GA
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 |
|---|---|---|---|---|---|---|
| LOFTIN WEALTH PARTNERS | Independent wealth | Nov 7, 2024 | n/a | yes | JOHNS CREEK, GA | Current employment |
| MORGAN STANLEY | Wirehouse | Jul 30, 2010 | Mar 19, 2013 | no | Atlanta, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | LOFTIN WEALTH PARTNERS | Mar 19, 2013 | Nov 7, 2024 | 4,251 | Firm change after gap | Wirehouse to RIA |