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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

LOVETTA DAVIES

Advisor at MORGAN STANLEY

Houston, TX

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Search this name across graphsid dfx:ria:8a8f66fc-7f79-8dd8-041b-00e99a58b722

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jul 3, 2017 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jun 30, 2017
First registration: Jul 3, 2017
Dual registered: yes, broker-dealer
Other names: LOVETTA T DAVIES|Lovetta Davies
IAPD individual key: 5493373

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MORGAN STANLEY	Wirehouse	Jun 17, 2025	n/a	yes	Houston, TX	Current employment
WELLS FARGO ADVISORS	Wirehouse	Aug 21, 2024	Jun 4, 2025	no	HOUSTON, TX	Previous registration
MORGAN STANLEY	Wirehouse	May 3, 2018	Jan 11, 2024	no	Lawrenceville, NJ\|HOUSTON, TX\|Houston, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 3, 2017	Dec 7, 2017	no	PENNINGTON, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLS FARGO ADVISORS	MORGAN STANLEY	Jun 4, 2025	Jun 17, 2025	13	Firm change	Wirehouse to wirehouse
MORGAN STANLEY	WELLS FARGO ADVISORS	Jan 11, 2024	Aug 21, 2024	223	Firm change	Wirehouse to wirehouse
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MORGAN STANLEY	Dec 7, 2017	May 3, 2018	147	Firm change	Wirehouse to wirehouse

Relationships

Registered with (3)

→ MORGAN STANLEYRegistered adviserregistration: previous registration
May 3, 2018 to Jan 11, 2024factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Aug 21, 2024 to Jun 4, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jul 3, 2017 to Dec 7, 2017factForm ADV

Dated events

Occurred
Jun 4, 2025
Advisor changed firm
Lovetta Davies left Wells Fargo Advisors for Morgan Stanley (registered 2025-06-17)
Form ADVobserved 6 days ago
Occurred
Jan 11, 2024
Advisor changed firm
Lovetta Davies left Morgan Stanley for Wells Fargo Advisors (registered 2024-08-21)
Form ADVobserved 6 days ago