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

May 13, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S63|S66

First exam

May 13, 2010

First registration

Apr 16, 2018

Dual registered

yes, broker-dealer

Other names

JOHN A MONTAGUE|JOHN ALOYSIUS MONTAGUE|JOHN ALOYSIUS MONTAGUE

IAPD individual key

5270128

• Occurred

  May 4, 2026
  Advisor changed firm

  John Aloysius Montague left Wells Fargo Advisors for Morgan Stanley (registered 2026-05-18)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8a35b886-e709-ec61-dc45-b8b990f80f0a

First observed

Apr 16, 2018

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.