DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MORGAN STANLEY
Cupertino, CA | San Francisco, 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 | Oct 14, 2025 | n/a | yes | San Francisco, CA|Cupertino, CA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Nov 20, 2023 | Oct 1, 2025 | no | CUPERTINO, CA|SAN JOSE, CA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Apr 20, 2018 | Nov 10, 2023 | no | SAN JOSE, CA | Previous registration |
| MORGAN STANLEY | Wirehouse | Apr 14, 2016 | Mar 26, 2018 | no | Palo Alto, CA | Previous registration |
| MORGAN STANLEY | Wirehouse | May 13, 2015 | Nov 5, 2015 | no | San Jose, CA|Cupertino, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | MORGAN STANLEY | Oct 1, 2025 | Oct 14, 2025 | 13 | Firm change | Wirehouse to wirehouse |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | WELLS FARGO ADVISORS | Nov 10, 2023 | Nov 20, 2023 | 10 | Firm change | Wirehouse to wirehouse |
| MORGAN STANLEY | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Mar 26, 2018 | Apr 20, 2018 | 25 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:149777:CA:2025-10-01 | Oct 1, 2025 | Oct 14, 2025 | SAN JOSE, CA | Firm change |
| 7691:19616:CA:2023-11-10 | Nov 10, 2023 | Nov 20, 2023 | SAN JOSE, CA | Firm change |