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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

DANIEL PAUL MORILAK

Advisor at MORGAN STANLEY

Scottsdale, AZ | RANCHO SANTA FE, CA | RANCHO SANTE FE, CA

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Search this name across graphsid dfx:ria:47533220-5cf6-91dd-bac1-85302e5647e5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 21, 2001 to Sep 15, 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 12, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 4
Exams: S66
First exam: Jun 12, 2001
First registration: Jun 21, 2001
Dual registered: yes, broker-dealer
IAPD individual key: 4384452

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	Aug 4, 2011	n/a	yes	RANCHO SANTE FE, CA\|RANCHO SANTA FE, CA\|Scottsdale, AZ	Current employment
WELLS FARGO ADVISORS	Wirehouse	Mar 8, 2010	Aug 9, 2011	no	SAN DIEGO, CA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Nov 30, 2004	Mar 9, 2010	no	SAN DIEGO, CA\|SAN DIEGO, CA\|ENCINITAS, CA	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Aug 11, 2003	Nov 22, 2004	no	SAN DIEGO, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 21, 2001	Aug 25, 2003	no	CHAGRIN FALLS, OH	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
WELLS FARGO ADVISORS	MORGAN STANLEY	Aug 9, 2011	Aug 4, 2011	-5	Firm change	Wirehouse to wirehouse
WELLS FARGO INVESTMENTS, LLC	WELLS FARGO ADVISORS	Mar 9, 2010	Mar 8, 2010	-1	Firm change	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	WELLS FARGO INVESTMENTS, LLC	Nov 22, 2004	Nov 30, 2004	8	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	BANC OF AMERICA INVESTMENT SERVICES, INC.	Aug 25, 2003	Aug 11, 2003	-14	Firm change	Other

Relationships

Registered with (5)

→ MORGAN STANLEYRegistered adviserregistration: current employment
Aug 4, 2011 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Mar 8, 2010 to Aug 9, 2011factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Nov 30, 2004 to Mar 9, 2010factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Aug 11, 2003 to Nov 22, 2004factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jun 21, 2001 to Aug 25, 2003factForm ADV

Dated events

No dated event names this entity yet.