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Advisor at MORGAN STANLEY
GREENSBURG, PA
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 | Jul 8, 2022 | n/a | yes | GREENSBURG, PA | Current employment |
| HEFREN-TILLOTSON, INC. | Former SEC adviser | Dec 9, 2011 | Jul 8, 2022 | no | PITTSBURGH, PA|PITTSBURGH, PA|GREENSBURG, PA | Previous registration |
| COOKSON PEIRCE WEALTH MANAGEMENT | Independent wealth | Aug 29, 2006 | Dec 8, 2011 | no | PITTSBURGH, PA | Previous registration |
| FIRST COMMONWEALTH FINANCIAL ADVISORS, INC. | Former SEC adviser | Jan 6, 2005 | Nov 26, 2007 | no | WEXFORD, PA | Previous registration |
| UVEST FINANCIAL SERVICES GROUP, INC. | n/a | Jan 1, 2005 | Jul 21, 2006 | no | INDIANA, PA|WEXFORD, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HEFREN-TILLOTSON, INC. | MORGAN STANLEY | Jul 8, 2022 | Jul 8, 2022 | 0 | Firm change | Ibd to wirehouse |
| COOKSON PEIRCE WEALTH MANAGEMENT | HEFREN-TILLOTSON, INC. | Dec 8, 2011 | Dec 9, 2011 | 1 | Firm change | Other |
| FIRST COMMONWEALTH FINANCIAL ADVISORS, INC. | COOKSON PEIRCE WEALTH MANAGEMENT | Nov 26, 2007 | Aug 29, 2006 | -454 | Firm change after gap | Other |
| UVEST FINANCIAL SERVICES GROUP, INC. | FIRST COMMONWEALTH FINANCIAL ADVISORS, INC. | Jul 21, 2006 | Jan 6, 2005 | -561 | Firm change after gap | Other |