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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)23 years in industry

LEAH STEWART OGDEN

Advisor at MORGAN STANLEY

CHAPEL HILL, NC

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Search this name across graphsid dfx:ria:44dab5f0-fa1d-6aab-785f-feff05894348

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 13, 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: Feb 13, 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: 3
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Analyst
Exams: S66
First exam: Jun 3, 2011
First registration: Feb 13, 2003
Dual registered: yes, broker-dealer
Other names: LEAH THERESE STEWART|LEAH THERESE STEWART
IAPD individual key: 1083429

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	Sep 20, 2022	n/a	yes	CHAPEL HILL, NC	Current employment
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Jun 6, 2011	Sep 22, 2022	no	Chapel Hill, NC	Previous registration
KUHN ADVISORS, INC.	Independent wealth	Oct 7, 2008	Nov 3, 2010	no	DURHAM, NC	Previous registration
WOODWARD FINANCIAL ADVISORS, LLC	n/a	Feb 13, 2003	Sep 2, 2008	no	CHAPEL HILL, NC	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
RAYMOND JAMES & ASSOCIATES, INC.	MORGAN STANLEY	Sep 22, 2022	Sep 20, 2022	-2	Firm change	Ibd to wirehouse
KUHN ADVISORS, INC.	RAYMOND JAMES & ASSOCIATES, INC.	Nov 3, 2010	Jun 6, 2011	215	Firm change	Other
WOODWARD FINANCIAL ADVISORS, LLC	KUHN ADVISORS, INC.	Sep 2, 2008	Oct 7, 2008	35	Firm change	Other

Relationships

Registered with (4)

→ MORGAN STANLEYRegistered adviserregistration: current employment
Sep 20, 2022 to presentfactForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Jun 6, 2011 to Sep 22, 2022factForm ADV
→ KUHN ADVISORS, INC.Registered adviserregistration: previous registration
Oct 7, 2008 to Nov 3, 2010factForm ADV
→ WOODWARD FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 13, 2003 to Sep 2, 2008factForm ADV

Dated events

Occurred
Sep 22, 2022
Advisor changed firm
Leah Stewart Ogden left Raymond James & Associates, Inc. for Morgan Stanley (registered 2022-09-20)
Form ADVobserved 5 days ago