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Reading the graph
Advisor at MORGAN STANLEY
Menlo Park, CA
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 | Menlo Park, CA | Current employment |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Feb 23, 2005 | Jun 1, 2009 | no | MENLO PARK, CA|MENLO PARK, CA | Previous registration |
| DEUTSCHE BANK SECURITIES INC. | No RAUM reported | Jun 18, 2001 | Mar 2, 2005 | no | SAN FRANCISCO, CA | 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 |
| DEUTSCHE BANK SECURITIES INC. | CITIGROUP GLOBAL MARKETS INC. | Mar 2, 2005 | Feb 23, 2005 | -7 | Firm change | Other |