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Reading the graph
Advisor at MORGAN STANLEY
Boston, MA | Norwell, MA | Duxbury, MA
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 | May 13, 2020 | n/a | yes | Duxbury, MA|Norwell, MA|Boston, MA | Current employment |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | n/a | Oct 20, 2004 | Sep 17, 2007 | no | QUINCY, MA|MILTON, MA|QUINCY, MA|ABINGTON, MA|QUINCY, MA|QUINCY, MA|HINGHAM, MA | Previous registration |
| QUICK & REILLY, INC. | n/a | Feb 24, 2004 | Oct 20, 2004 | no | QUINCY, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BANC OF AMERICA INVESTMENT SERVICES, INC. | MORGAN STANLEY | Sep 17, 2007 | May 13, 2020 | 4,622 | Firm change after gap | Other |
| QUICK & REILLY, INC. | BANC OF AMERICA INVESTMENT SERVICES, INC. | Oct 20, 2004 | Oct 20, 2004 | 0 | Bulk transfer | Other |