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

Mar 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66|S63

First exam

Aug 21, 2018

First registration

Jun 3, 2021

Dual registered

yes, broker-dealer

Other names

MARK D STEVENSON|Mark Stevenson|Mark Daniel Stevenson

IAPD individual key

6988915

• Occurred

  May 5, 2023
  Advisor changed firm

  Mark Daniel Stevenson left Fidelity Personal And Workplace Advisors for Morgan Stanley (registered 2023-05-25)

  Form ADVobserved 5 days ago
• Occurred

  Apr 21, 2022
  Advisor changed firm

  Mark Daniel Stevenson left Wells Fargo Advisors for Fidelity Personal And Workplace Advisors (registered 2022-05-23)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:550ae802-00e3-cd7f-e172-ae6f231ccd04

First observed

Jun 3, 2021

Last observed

Sep 14, 2026 6 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.