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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

RYAN PATRICK WILSON

Advisor at MORGAN STANLEY

Palm Desert, CA

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Search this name across graphsid dfx:ria:0f594cd2-183d-860f-2c00-d8f551b15c2f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Feb 26, 2002 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: Jul 11, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Jul 11, 2001
First registration: Feb 26, 2002
Dual registered: yes, broker-dealer
IAPD individual key: 4385736

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	Aug 17, 2023	n/a	yes	Palm Desert, CA	Current employment
RBC CAPITAL MARKETS, LLC	National bd RIA	Aug 26, 2011	Sep 6, 2023	no	SAN FRANCISCO, CA\|PALM DESERT, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 23, 2009	Aug 29, 2011	no	PALM SPRINGS, CA\|PALM DESERT, CA\|PALM DESERT, CA\|RIVERSIDE, CA\|PALM DESERT, CA\|RANCHO MIRAGE, CA	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Apr 30, 2008	Oct 23, 2009	no	RIVERSIDE, CA\|PALM DESERT, CA\|PALM DESERT, CA\|PALM SPRINGS, CA	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Mar 15, 2006	Apr 30, 2008	no	LAKE SIDE, AZ\|SEDONA, AZ\|KINGMAN, AZ\|PAYSON, AZ\|LAKE HAVASU CITY, AZ\|FLAGSTAFF, AZ\|PRESCOTT VALLEY, AZ\|LAKE HAVASU CITY, AZ\|MOHAVE VALLEY, AZ\|PRESCOTT, AZ\|BULLHEAD CITY, AZ\|CAMP VERDE, AZ\|FLAGSTAFF, AZ\|PARKER, AZ\|COTTONWOOD, AZ\|GRAND CANYON, AZ\|SEDONA, AZ\|WICKENBURG, AZ\|PRESCOTT, AZ\|CHINO VALLEY, AZ\|SHOW LOW, AZ\|FLAGSTAFF, AZ\|TUCSON, AZ\|PRESCOTT VALLEY, AZ\|PRESCOTT, AZ\|TUCSON, AZ	Previous registration
THE JAMES STREET GROUP, INC.	n/a	Dec 3, 2002	Dec 31, 2003	no	AUSTIN, TX	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Feb 26, 2002	May 31, 2002	no	WESTLAKE VILLAGE, CA	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
RBC CAPITAL MARKETS, LLC	MORGAN STANLEY	Sep 6, 2023	Aug 17, 2023	-20	Firm change	Ibd to wirehouse
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	RBC CAPITAL MARKETS, LLC	Aug 29, 2011	Aug 26, 2011	-3	Firm change	Wirehouse to ibd
BANC OF AMERICA INVESTMENT SERVICES, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 23, 2009	Oct 23, 2009	0	Bulk transfer	Other
CHASE INVESTMENT SERVICES CORP.	BANC OF AMERICA INVESTMENT SERVICES, INC.	Apr 30, 2008	Apr 30, 2008	0	Firm change	Other
THE JAMES STREET GROUP, INC.	CHASE INVESTMENT SERVICES CORP.	Dec 31, 2003	Mar 15, 2006	805	Firm change after gap	Other
A. G. EDWARDS & SONS, INC.	THE JAMES STREET GROUP, INC.	May 31, 2002	Dec 3, 2002	186	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
31194:149777:CA:2023-09-06	Sep 6, 2023	Aug 17, 2023	PALM DESERT, CA	Firm change

Relationships

Registered with (7)

→ MORGAN STANLEYRegistered adviserregistration: current employment
Aug 17, 2023 to presentfactForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Aug 26, 2011 to Sep 6, 2023factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 23, 2009 to Aug 29, 2011factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Apr 30, 2008 to Oct 23, 2009factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Mar 15, 2006 to Apr 30, 2008factForm ADV
→ THE JAMES STREET GROUP, INC.Registered adviserregistration: previous registration
Dec 3, 2002 to Dec 31, 2003factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Feb 26, 2002 to May 31, 2002factForm ADV

Dated events

Occurred
Sep 6, 2023
Advisor changed firm
Ryan Patrick Wilson left Rbc Capital Markets, Llc for Morgan Stanley (registered 2023-08-17)
Form ADVobserved 5 days ago