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Reading the graph
Advisor at EDWARD JONES
PORTSMOUTH, NH
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 |
|---|---|---|---|---|---|---|
| EDWARD JONES | National bd RIA | Feb 2, 2024 | n/a | yes | PORTSMOUTH, NH | Current employment |
| MORGAN STANLEY & CO. LLC | n/a | Apr 2, 2007 | Sep 20, 2007 | no | PORTSMOUTH, NH | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Sep 9, 2005 | Apr 2, 2007 | no | PORTSMOUTH, NH|PORTSMOUTH, NH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY & CO. LLC | EDWARD JONES | Sep 20, 2007 | Feb 2, 2024 | 5,979 | Firm change after gap | Other |
| MORGAN STANLEY DW INC. | MORGAN STANLEY & CO. LLC | Apr 2, 2007 | Apr 2, 2007 | 0 | Bulk transfer | Other |