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Reading the graph
Advisor at MORGAN STANLEY
Columbia, SC
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 | Feb 10, 2025 | n/a | yes | Columbia, SC | Current employment |
| RED OAK FINANCIAL GROUP | Independent wealth | Aug 23, 2019 | Oct 8, 2019 | no | TOWSON, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RED OAK FINANCIAL GROUP | MORGAN STANLEY | Oct 8, 2019 | Feb 10, 2025 | 1,952 | Firm change after gap | RIA to wirehouse |