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Advisor at SEACREST WEALTH MANAGEMENT, LLC
MEDFORD, OR | PURCHASE, NY
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 |
|---|---|---|---|---|---|---|
| SEACREST WEALTH MANAGEMENT, LLC | Independent wealth | May 12, 2011 | n/a | yes | MEDFORD, OR|PURCHASE, NY | Current employment |
| MORGAN STANLEY & CO. LLC | n/a | Apr 2, 2007 | Apr 2, 2009 | no | MEDFORD, OR | Previous registration |
| MORGAN STANLEY DW INC. | n/a | May 1, 2003 | Apr 2, 2007 | no | MEDFORD, OR|MEDFORD, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY & CO. LLC | SEACREST WEALTH MANAGEMENT, LLC | Apr 2, 2009 | May 12, 2011 | 770 | Firm change after gap | Other |
| MORGAN STANLEY DW INC. | MORGAN STANLEY & CO. LLC | Apr 2, 2007 | Apr 2, 2007 | 0 | Bulk transfer | Other |