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

Jan 1, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63|S66

First exam

Sep 10, 2014

First registration

Dec 13, 2021

Dual registered

yes, broker-dealer

Other names

River Li|JIAHANG LI|River Jiahang Li

IAPD individual key

6373383

• Occurred

  Jan 13, 2026
  Advisor changed firm

  River Li left Wells Fargo Advisors for Morgan Stanley (registered 2026-01-07)

  Form ADVobserved 6 days ago
• Occurred

  Jan 25, 2024
  Advisor changed firm

  River Li left Charles Schwab & Co., Inc. for Wells Fargo Advisors (registered 2024-04-19)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7ec14a7f-2015-1ad6-2630-a2b896a44f48

First observed

Dec 13, 2021

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.