DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MORGAN STANLEY
Jericho, NY
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 | May 2, 2025 | n/a | yes | Jericho, NY | Current employment |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jan 12, 2021 | Jun 3, 2025 | no | MELVILLE, NY|Northport, NY | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Oct 3, 2012 | Mar 24, 2015 | no | NEW YORK, NY | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Oct 5, 2012 | no | Melville, NY|New York, NY|Garden City, NY | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Jan 25, 2008 | Jun 1, 2009 | no | MELVILLE, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | MORGAN STANLEY | Jun 3, 2025 | May 2, 2025 | -32 | Firm change after gap | Wirehouse to wirehouse |
| MORGAN STANLEY | UBS FINANCIAL SERVICES INC. | Oct 5, 2012 | Oct 3, 2012 | -2 | Firm change | Wirehouse to wirehouse |
| MORGAN STANLEY & CO. LLC | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8174:149777:NY:2025-06-03 | Jun 3, 2025 | May 2, 2025 | NORTHPORT, NY | Firm change after gap |