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Reading the graph
Advisor at MORGAN STANLEY
Westbury , NY | Boca Raton, FL
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 24, 2024 | n/a | yes | Westbury , NY|Boca Raton, FL | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jul 31, 2014 | May 30, 2024 | no | WOODBURY, NY|Boca Raton, FL|Boca Raton, FL | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Dec 16, 2002 | May 13, 2003 | no | GREAT NECK, NY|GREAT NECK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | MORGAN STANLEY | May 30, 2024 | May 24, 2024 | -6 | Firm change | Wirehouse to wirehouse |
| MORGAN STANLEY DW INC. | WELLS FARGO ADVISORS | May 13, 2003 | Jul 31, 2014 | 4,097 | Firm change after gap | Other |