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Reading the graph
Advisor at MORGAN STANLEY
Middleton, MA
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 23, 2021 | n/a | yes | Middleton, MA | Current employment |
| STRATEGIC ADVISERS LLC | National bd RIA | Apr 5, 1997 | Sep 10, 2008 | no | BURLINGTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | MORGAN STANLEY | Sep 10, 2008 | Feb 23, 2021 | 4,549 | Firm change after gap | Ibd to wirehouse |