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Advisor at KMG FIDUCIARY PARTNERS, LLC
Atlanta, GA | TOLEDO, 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 |
|---|---|---|---|---|---|---|
| KMG FIDUCIARY PARTNERS, LLC | Independent wealth | Sep 21, 2018 | n/a | yes | TOLEDO, OH|Atlanta, GA | Current employment |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Sep 24, 2018 | no | Toledo, OH | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Apr 29, 2009 | Jun 1, 2009 | no | TOLEDO, OH | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jan 7, 1999 | May 5, 2009 | no | TOLEDO, OH|SYLVANIA, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | KMG FIDUCIARY PARTNERS, LLC | Sep 24, 2018 | Sep 21, 2018 | -3 | Firm change | Wirehouse to new firm |
| MORGAN STANLEY & CO. LLC | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| UBS FINANCIAL SERVICES INC. | MORGAN STANLEY & CO. LLC | May 5, 2009 | Apr 29, 2009 | -6 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149777:298331:OH:2018-09-24 | Sep 24, 2018 | Sep 21, 2018 | TOLEDO, OH | Firm change |