DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MORGAN STANLEY
Mandeville, LA
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 | May 3, 2021 | n/a | yes | Mandeville, LA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Apr 2, 2018 | May 11, 2021 | no | MANDEVILLE, LA | Previous registration |
| HANCOCK WHITNEY INVESTMENT SERVICES INC. | Independent wealth | Jul 26, 2011 | Apr 4, 2018 | no | SLIDELL, LA|SLIDELL, LA|SLIDELL, LA|SLIDELL, LA|FRANKLINTON, LA|BOGALUSA, LA|POPLARVILLE, MS|NEW ORLEANS, LA|PICAYUNE, MS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | MORGAN STANLEY | May 11, 2021 | May 3, 2021 | -8 | Firm change | Wirehouse to wirehouse |
| HANCOCK WHITNEY INVESTMENT SERVICES INC. | WELLS FARGO ADVISORS | Apr 4, 2018 | Apr 2, 2018 | -2 | Firm change | Ibd to wirehouse |