DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MORGAN STANLEY
Walnut Creek, CA
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 | Apr 27, 2011 | n/a | yes | Walnut Creek, CA | Current employment |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Feb 5, 2009 | Apr 27, 2011 | no | SAN JOSE, CA|SAN FRANCISCO, CA|MARTINEZ, CA|PLEASANT HILL, CA|PINOLE, CA|SAN PABLO, CA|ALBANY, CA|Jacksonville, FL|SAN FRANCISCO, CA|OAKLAND, CA|PIEDMONT, CA|PINOLE, CA|SAN FRANCISCO, CA|ALAMEDA, CA|Pleasant Hill, CA|EL CERRITO, CA|NAPA, CA|Pleasant Hill, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Apr 27, 2011 | Apr 27, 2011 | 0 | Firm change | Other |