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

Jun 1, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S66

First exam

Nov 20, 2007

First registration

Nov 26, 2007

Dual registered

yes, broker-dealer

Other names

BETH ANN BRAGG NAVARRETE|BETH ANN BRAGG|BETH A BRAGG

IAPD individual key

5178520

• Occurred

  Aug 21, 2023
  Advisor changed firm

  Beth Ann Navarrete left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Morgan Stanley (registered 2023-08-18)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:32b729ea-4ee8-a886-77ba-9b97704e8ebb

First observed

Nov 26, 2007

Last observed

Sep 14, 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.