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Advisor at MORGAN STANLEY
Richmond, VA
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 | Jan 2, 2013 | n/a | yes | Richmond, VA | Current employment |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Aug 14, 2012 | Dec 13, 2012 | no | RICHMOND, VA | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Jun 21, 2012 | no | RICHMOND, VA|Richmond, VA | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | May 9, 2002 | Jun 1, 2009 | no | NORFOLK, VA|NORFOLK, VA|RICHMOND, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MSI FINANCIAL SERVICES, INC. | MORGAN STANLEY | Dec 13, 2012 | Jan 2, 2013 | 20 | Firm change | Other |
| MORGAN STANLEY | MSI FINANCIAL SERVICES, INC. | Jun 21, 2012 | Aug 14, 2012 | 54 | Firm change | Other |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |