DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MORGAN STANLEY
Ponte Vedra Beach, FL
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 | Sep 24, 2020 | n/a | yes | Ponte Vedra Beach, FL | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 15, 2018 | Sep 29, 2020 | no | JACKSONVILLE, FL|JACKSONVILLE, FL|NEW YORK, NY|PONTE VEDRA BEACH, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | Sep 29, 2020 | Sep 24, 2020 | -5 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:149777:FL:2020-09-21 | Sep 29, 2020 | Sep 24, 2020 | PONTE VEDRA BEACH, FL | Firm change |