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Advisor at ASCENSUS INVESTMENT ADVISORS, LLC
NEEDHAM, MA | NEWARK, DE
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 |
|---|---|---|---|---|---|---|
| ASCENSUS INVESTMENT ADVISORS, LLC | Institutional manager | Nov 21, 2019 | n/a | yes | NEEDHAM, MA|NEWARK, DE | Current employment |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Jan 2, 2018 | no | PURCHASE, NY|WILMINGTON, DE | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Jan 17, 2006 | Jun 1, 2009 | no | WILMINGTON, DE|WILMINGTON, DE|NEW YORK, NY|WILMINGTON, DE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ASCENSUS INVESTMENT ADVISORS, LLC | Jan 2, 2018 | Nov 21, 2019 | 688 | Firm change after gap | Other |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |