DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MORGAN STANLEY
Jacksonville, FL
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 | Jun 1, 2009 | n/a | yes | Jacksonville, FL | Current employment |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Dec 16, 2008 | Jun 1, 2009 | no | JACKSONVILLE, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jul 1, 2003 | Sep 30, 2008 | no | JACKSONVILLE, FL|JACKSONVILLE, FL|JACKSONVILLE, FL | Previous registration |
| PRUDENTIAL EQUITY GROUP, LLC | n/a | Oct 16, 1996 | Jul 1, 2003 | no | JACKSONVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| WELLS FARGO ADVISORS | CITIGROUP GLOBAL MARKETS INC. | Sep 30, 2008 | Dec 16, 2008 | 77 | Firm change | Other |
| PRUDENTIAL EQUITY GROUP, LLC | WELLS FARGO ADVISORS | Jul 1, 2003 | Jul 1, 2003 | 0 | Bulk transfer | Other |