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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

DANIEL LEE JACK

Advisor at MORGAN STANLEY

Tuscaloosa, AL

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Search this name across graphsid dfx:ria:9ed30249-9a20-8a1b-70c9-28537c02503b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jun 26, 2002 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: May 21, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: May 21, 2001
First registration: Jun 26, 2002
Dual registered: yes, broker-dealer
Other names: DANIEL L. JACK
IAPD individual key: 4388479

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	May 10, 2024	n/a	yes	Tuscaloosa, AL	Current employment
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Aug 18, 2021	May 16, 2024	no	BIRMINGHAM, AL\|HUEYTOWN, AL\|Midfield, AL\|JASPER, AL\|HOOVER, AL\|CULLMAN, AL\|SUMITON, AL\|BIRMINGHAM, AL\|WARRIOR, AL\|BIRMINGHAM, AL	Previous registration
PNC MANAGED ACCOUNT SOLUTIONS, INC.	Former SEC adviser	Aug 15, 2013	Aug 17, 2021	no	BIRMINGHAM, AL\|Birmingham, AL\|Birmingham, AL\|Birmingham, AL	Previous registration
CONCOURSE FINANCIAL GROUP ADVISORS	Former SEC adviser	Nov 30, 2007	Aug 15, 2013	no	Birmingham, AL	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Jun 26, 2002	Jun 9, 2003	no	BIRMINGHAM, AL	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
PNC WEALTH MANAGEMENT	MORGAN STANLEY	May 16, 2024	May 10, 2024	-6	Firm change	Ibd to wirehouse
PNC MANAGED ACCOUNT SOLUTIONS, INC.	PNC WEALTH MANAGEMENT	Aug 17, 2021	Aug 18, 2021	1	Bulk transfer	Ibd to ibd
CONCOURSE FINANCIAL GROUP ADVISORS	PNC MANAGED ACCOUNT SOLUTIONS, INC.	Aug 15, 2013	Aug 15, 2013	0	Firm change	Other
EQUITABLE ADVISORS, LLC	CONCOURSE FINANCIAL GROUP ADVISORS	Jun 9, 2003	Nov 30, 2007	1,635	Firm change after gap	Other

Relationships

Registered with (5)

→ MORGAN STANLEYRegistered adviserregistration: current employment
May 10, 2024 to presentfactForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Aug 18, 2021 to May 16, 2024factForm ADV
→ PNC MANAGED ACCOUNT SOLUTIONS, INC.Registered adviserregistration: previous registration
Aug 15, 2013 to Aug 17, 2021factForm ADV
→ CONCOURSE FINANCIAL GROUP ADVISORSRegistered adviserregistration: previous registration
Nov 30, 2007 to Aug 15, 2013factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 26, 2002 to Jun 9, 2003factForm ADV

Dated events

Occurred
May 16, 2024
Advisor changed firm
Daniel Lee Jack left Pnc Wealth Management for Morgan Stanley (registered 2024-05-10)
Form ADVobserved 6 days ago