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Reading the graph
Advisor at MORGAN STANLEY
Canton, OH
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 | Oct 27, 2022 | n/a | yes | Canton, OH | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 23, 2017 | Oct 17, 2022 | no | CANTON, OH|HUDSON, OH|AKRON, OH|PEPPER PIKE, OH|PEPPER PIKE, OH|NEW YORK, NY | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Aug 18, 2014 | Jul 27, 2016 | no | NORTH CANTON, OH|LIBERTY TOWNSHIP, OH|YOUNGSTOWN, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | Oct 17, 2022 | Oct 27, 2022 | 10 | Firm change | Wirehouse to wirehouse |
| PNC WEALTH MANAGEMENT | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Jul 27, 2016 | Mar 23, 2017 | 239 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:149777:NY:2022-09-06 | Oct 17, 2022 | Oct 27, 2022 | NEW YORK, NY | Firm change |