DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

Colleen Clare Weaver

Advisor at MORGAN STANLEY

Atlanta, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:01041734-18c8-64ee-a6e7-4f4328e76396

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 27, 2014 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MORGAN STANLEY
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 24, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Jan 24, 2014
First registration: Jan 27, 2014
Dual registered: yes, broker-dealer
IAPD individual key: 6072635

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MORGAN STANLEY	Wirehouse	May 8, 2019	n/a	yes	Atlanta, GA	Current employment
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Jul 13, 2016	Apr 9, 2019	no	ATLANTA, GA\|ATLANTA, GA\|ATLANTA, GA	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Jun 20, 2016	Dec 31, 2016	no	ATLANTA, GA\|ATLANTA, GA\|COLUMBIA, MD	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	Oct 21, 2014	Jun 22, 2016	no	Atlanta, GA	Previous registration
NEXT FINANCIAL GROUP, INC.	Former SEC adviser	Jan 27, 2014	Oct 9, 2014	no	ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TRUIST ADVISORY SERVICES, INC.	MORGAN STANLEY	Apr 9, 2019	May 8, 2019	29	Firm change	Ibd to wirehouse
SUNTRUST INVESTMENT SERVICES, INC.	TRUIST ADVISORY SERVICES, INC.	Dec 31, 2016	Jul 13, 2016	-171	Bulk transfer	Other
RBC CAPITAL MARKETS, LLC	SUNTRUST INVESTMENT SERVICES, INC.	Jun 22, 2016	Jun 20, 2016	-2	Firm change	Other
NEXT FINANCIAL GROUP, INC.	RBC CAPITAL MARKETS, LLC	Oct 9, 2014	Oct 21, 2014	12	Firm change	Other

Relationships

Registered with (5)

→ MORGAN STANLEYRegistered adviserregistration: current employment
May 8, 2019 to presentfactForm ADV
→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Jul 13, 2016 to Apr 9, 2019factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jun 20, 2016 to Dec 31, 2016factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Oct 21, 2014 to Jun 22, 2016factForm ADV
→ NEXT FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Jan 27, 2014 to Oct 9, 2014factForm ADV

Dated events

No dated event names this entity yet.