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Advisor at MORGAN STANLEY
Atlanta, 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 |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | Wirehouse | Jan 18, 2024 | n/a | yes | Atlanta, GA | Current employment |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jul 18, 2012 | Feb 1, 2024 | no | ATLANTA, GA | Previous registration |
| MORGAN KEEGAN & COMPANY, LLC | Former SEC adviser | Jan 27, 2003 | Jul 13, 2012 | no | ALPHARETTA, GA|ATLANTA, GA|CUMMING, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | MORGAN STANLEY | Feb 1, 2024 | Jan 18, 2024 | -14 | Firm change | Wirehouse to wirehouse |
| MORGAN KEEGAN & COMPANY, LLC | UBS FINANCIAL SERVICES INC. | Jul 13, 2012 | Jul 18, 2012 | 5 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8174:149777:GA:2024-02-01 | Feb 1, 2024 | Jan 18, 2024 | ATLANTA, GA | Firm change |