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Advisor at WEALTH ADVISORY SOLUTIONS, LLC
ZIONSVILLE, IN | Brownsburg, IN
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 |
|---|---|---|---|---|---|---|
| WEALTH ADVISORY SOLUTIONS, LLC | Independent wealth | Aug 17, 2017 | n/a | yes | ZIONSVILLE, IN|Brownsburg, IN | Current employment |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Aug 21, 2017 | no | Indianapolis, IN | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | May 31, 2007 | Jun 1, 2009 | no | INDIANAPOLIS, IN|INDIANAPOLIS, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | WEALTH ADVISORY SOLUTIONS, LLC | Aug 21, 2017 | Aug 17, 2017 | -4 | Firm change | Wirehouse to new firm |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149777:288903:IN:2017-08-21 | Aug 21, 2017 | Aug 17, 2017 | INDIANAPOLIS, IN | Firm change |