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 5, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S63|S65

First exam

Mar 5, 2012

First registration

Aug 13, 2013

Dual registered

yes, broker-dealer

IAPD individual key

6007433

• Occurred

  Aug 3, 2026
  Advisor changed firm

  Daniel Kenneth Cline left Virtus Investment Advisers, Llc for Morgan Stanley (registered 2026-08-18)

  Form ADVobserved 6 days ago
• Occurred

  Feb 2, 2023
  Advisor changed firm

  Daniel Kenneth Cline left Nuveen Asset Management, Llc for Virtus Investment Advisers, Llc (registered 2023-02-21)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5ad62de5-4ea5-a9d7-95c6-42c81b9c5e63

First observed

Aug 13, 2013

Last observed

Sep 14, 2026 7 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.