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

Jul 10, 1997earliest registration or exam on IAPD

Years in industry

29derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Jul 10, 1997

First registration

Aug 5, 2008

Dual registered

yes, broker-dealer

IAPD individual key

2887523

• Occurred

  Dec 14, 2022
  Advisor changed firm

  Scott Michael Lazarus left Wells Fargo Advisors for Morgan Stanley (registered 2022-12-02)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:941f3fb5-9ad9-b92d-5cef-aed8903407bb

First observed

Aug 5, 2008

Last observed

Sep 14, 2026 5 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.