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

Apr 9, 1998earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66

First exam

Dec 7, 2001

First registration

Apr 9, 1998

Dual registered

yes, broker-dealer

Other names

TERRY R SURRENCY

IAPD individual key

3000591

• Occurred

  Sep 13, 2022
  Advisor changed firm

  Terry Richard Surrency left Ubs Financial Services Inc. for Morgan Stanley (registered 2022-09-02)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:42234c82-2922-ebc5-d2d5-c28464ea3ea0

First observed

Apr 9, 1998

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.