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.

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

May 17, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

May 17, 2011

First registration

Jun 27, 2017

Dual registered

yes, broker-dealer

IAPD individual key

5858000

• Occurred

  Dec 3, 2024
  Advisor changed firm

  Dov Katz left Valley Wealth Managers, Inc. for Morgan Stanley (registered 2024-12-16)

  Form ADVobserved 5 days ago
• Occurred

  Jul 26, 2023
  Advisor changed firm

  Dov Katz left Valley Financial Management, Inc. for Valley Wealth Managers, Inc. (registered 2023-07-20)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:10aedd5e-187d-e2b3-aa41-487532cd2d90

First observed

Jun 27, 2017

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.