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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)31 years in industry

ADAM JONATHAN KENNEDY

Advisor at MORGAN STANLEY

ORMOND BEACH, FL

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Search this name across graphsid dfx:ria:993769f5-e4dd-099a-7c21-6801cec63a71

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 1, 1996 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: Jun 23, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 17derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63
First exam: Jun 23, 1995
First registration: Feb 1, 1996
Dual registered: yes, broker-dealer
IAPD individual key: 2393492

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 1, 2009	n/a	yes	ORMOND BEACH, FL	Current employment
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Aug 4, 2008	Jun 1, 2009	no	ORMOND BEACH, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 1, 2008	Aug 6, 2008	no	DAYTONA BEACH, FL	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Feb 1, 1996	Jan 1, 2008	no	DAYTONA BEACH, FL\|DAYTONA BEACH, FL\|ST. LOUIS, MO	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
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
WELLS FARGO ADVISORS	CITIGROUP GLOBAL MARKETS INC.	Aug 6, 2008	Aug 4, 2008	-2	Firm change	Other
A. G. EDWARDS & SONS, INC.	WELLS FARGO ADVISORS	Jan 1, 2008	Jan 1, 2008	0	Bulk transfer	Other

Relationships

Registered with (4)

→ MORGAN STANLEYRegistered adviserregistration: current employment
Jun 1, 2009 to presentfactForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Aug 4, 2008 to Jun 1, 2009factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 1, 2008 to Aug 6, 2008factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Feb 1, 1996 to Jan 1, 2008factForm ADV

Dated events

No dated event names this entity yet.