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

Aug 1, 2004earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Chartered Financial Analyst

Exams

S66

First exam

Apr 8, 2022

First registration

Jun 9, 2022

Dual registered

yes, broker-dealer

IAPD individual key

7274739

• Occurred

  Mar 12, 2026
  Advisor changed firm

  Juan Guerra left Mora Capital Management, Llc for Morgan Stanley (registered 2026-03-17)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:82b203c2-7553-9bb3-00e0-229cdb6c87e7

First observed

Jun 9, 2022

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.