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RIA / WealthAdvisordual registered (broker-dealer)23 years in industry

Colin James Boddicker

Advisor at MORGAN STANLEY

Dallas, TX

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Search this name across graphsid dfx:ria:3219aa83-baa6-9159-e801-df4f285772b3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Jul 2, 2003 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: Jun 24, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jun 24, 2003
First registration: Jul 2, 2003
Dual registered: yes, broker-dealer
Other names: COLIN J. BODDICKER
IAPD individual key: 4631615

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	Feb 18, 2022	n/a	yes	Dallas, TX	Current employment
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS	Independent wealth	Jan 4, 2019	Feb 24, 2022	no	DALLAS, TX	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Aug 17, 2016	Dec 31, 2018	no	DALLAS, TX	Previous registration
SENDERO WEALTH MANAGEMENT, LLC	Independent wealth	Jul 2, 2013	Apr 24, 2015	no	SAN ANTONIO, TX	Previous registration
FORTITUDE ADVISORY GROUP L.L.C.	Independent wealth	Oct 20, 2011	Jun 14, 2013	no	GIG HARBOR, WA	Previous registration
OAKVIEW CAPITAL MANAGEMENT, L.P.	Former SEC adviser	May 6, 2009	Nov 1, 2011	no	DALLAS, TX	Previous registration
MOMENTUM INDEPENDENT NETWORK INC.	Bd affiliated wealth	Jan 13, 2006	May 31, 2007	no	DALLAS, TX\|DUNCANVILLE, TX	Previous registration
GUNNALLEN FINANCIAL, INC	n/a	Jul 14, 2005	Nov 1, 2005	no	ROCKWALL, TX	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Jul 2, 2003	Jul 21, 2005	no	ADDISON, TX	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
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS	MORGAN STANLEY	Feb 24, 2022	Feb 18, 2022	-6	Firm change	RIA to wirehouse
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS	Dec 31, 2018	Jan 4, 2019	4	Firm change	Ibd to new firm
SENDERO WEALTH MANAGEMENT, LLC	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Apr 24, 2015	Aug 17, 2016	481	Firm change after gap	Other
FORTITUDE ADVISORY GROUP L.L.C.	SENDERO WEALTH MANAGEMENT, LLC	Jun 14, 2013	Jul 2, 2013	18	Firm change	Other
OAKVIEW CAPITAL MANAGEMENT, L.P.	FORTITUDE ADVISORY GROUP L.L.C.	Nov 1, 2011	Oct 20, 2011	-12	Firm change	Other
MOMENTUM INDEPENDENT NETWORK INC.	OAKVIEW CAPITAL MANAGEMENT, L.P.	May 31, 2007	May 6, 2009	706	Firm change after gap	Other
GUNNALLEN FINANCIAL, INC	MOMENTUM INDEPENDENT NETWORK INC.	Nov 1, 2005	Jan 13, 2006	73	Firm change	Other
MSI FINANCIAL SERVICES, INC.	GUNNALLEN FINANCIAL, INC	Jul 21, 2005	Jul 14, 2005	-7	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
149018:298422:TX:2018-12-31	Dec 31, 2018	Jan 4, 2019	DALLAS, TX	Firm change

Relationships

Registered with (9)

→ MORGAN STANLEYRegistered adviserregistration: current employment
Feb 18, 2022 to presentfactForm ADV
→ TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORSRegistered adviserregistration: previous registration
Jan 4, 2019 to Feb 24, 2022factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Aug 17, 2016 to Dec 31, 2018factForm ADV
→ SENDERO WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 2, 2013 to Apr 24, 2015factForm ADV
→ FORTITUDE ADVISORY GROUP L.L.C.Registered adviserregistration: previous registration
Oct 20, 2011 to Jun 14, 2013factForm ADV
→ OAKVIEW CAPITAL MANAGEMENT, L.P.Registered adviserregistration: previous registration
May 6, 2009 to Nov 1, 2011factForm ADV
→ MOMENTUM INDEPENDENT NETWORK INC.Registered adviserregistration: previous registration
Jan 13, 2006 to May 31, 2007factForm ADV
→ GUNNALLEN FINANCIAL, INCRegistered adviserregistration: previous registration
Jul 14, 2005 to Nov 1, 2005factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jul 2, 2003 to Jul 21, 2005factForm ADV

Dated events

Occurred
Feb 24, 2022
Advisor changed firm
Colin James Boddicker left Texas Capital Bank Private Wealth Advisors for Morgan Stanley (registered 2022-02-18)
Form ADVobserved 4 days ago