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

Nov 1, 2015earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Designations

Chartered Financial Analyst

Exams

S66

First exam

Jun 14, 2016

First registration

Jul 11, 2016

Dual registered

yes, broker-dealer

Other names

Kevin Michael Shavalay

IAPD individual key

6584396

• Occurred

  Aug 23, 2022
  Advisor changed firm

  Kevin Michael Shavalay left Ubs Financial Services Inc. for Morgan Stanley (registered 2022-08-12)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:49d81bee-4026-ce9a-e452-ac49e4745f9d

First observed

Jul 11, 2016

Last observed

Sep 15, 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.