DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)20 years in industry

FRANKLIN DANILO PORTILLO

Advisor at MORGAN STANLEY

Honolulu, HI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a2aa95fd-68a2-7245-4a73-89bb4c1c294d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jul 3, 2007 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: Jul 28, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Jul 28, 2006
First registration: Jul 3, 2007
Dual registered: yes, broker-dealer
Other names: FRANKLIN D PORTILLO
IAPD individual key: 5140820

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	Aug 2, 2024	n/a	yes	Honolulu, HI	Current employment
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jul 6, 2018	Aug 6, 2024	no	HONOLULU, HI\|Honolulu, HI\|Honolulu, HI	Previous registration
BANKOH ADVISORS	Former SEC adviser	Mar 1, 2017	Jul 6, 2018	no	HONOLULU, HI\|HONOLULU, HI\|HONOLULU, HI\|AIEA, HI	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 22, 2014	Mar 6, 2017	no	KAPOLEI, HI\|EWA BEACH, HI\|WAHIAWA, HI\|WAIPAHU, HI\|WAIPAHU, HI\|MILILANI, HI\|HILO, HI	Previous registration
BANKOH ADVISORS	Former SEC adviser	Jun 16, 2014	Sep 18, 2014	no	HONOLULU, HI\|AIEA, HI	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Dec 5, 2008	Jun 15, 2010	no	ENGLEWOOD, CO\|ENGLEWOOD, CO	Previous registration
EDWARD JONES	National bd RIA	Jul 3, 2007	Oct 8, 2008	no	ENGLEWOOD, CO\|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
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	MORGAN STANLEY	Aug 6, 2024	Aug 2, 2024	-4	Firm change	Ibd to wirehouse
BANKOH ADVISORS	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jul 6, 2018	Jul 6, 2018	0	Firm change	RIA to ibd
LPL FINANCIAL LLC	BANKOH ADVISORS	Mar 6, 2017	Mar 1, 2017	-5	Firm change	Other
BANKOH ADVISORS	LPL FINANCIAL LLC	Sep 18, 2014	Sep 22, 2014	4	Firm change	Other
CHARLES SCHWAB & CO., INC.	BANKOH ADVISORS	Jun 15, 2010	Jun 16, 2014	1,462	Firm change after gap	Other
EDWARD JONES	CHARLES SCHWAB & CO., INC.	Oct 8, 2008	Dec 5, 2008	58	Firm change	Ibd to ibd

Relationships

Registered with (6)

→ MORGAN STANLEYRegistered adviserregistration: current employment
Aug 2, 2024 to presentfactForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jul 6, 2018 to Aug 6, 2024factForm ADV
→ BANKOH ADVISORSRegistered adviserregistration: previous registration
Mar 1, 2017 to Jul 6, 2018factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 22, 2014 to Mar 6, 2017factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Dec 5, 2008 to Jun 15, 2010factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jul 3, 2007 to Oct 8, 2008factForm ADV

Dated events

Occurred
Aug 6, 2024
Advisor changed firm
Franklin Danilo Portillo left Raymond James Financial Services Advisors, Inc for Morgan Stanley (registered 2024-08-02)
Form ADVobserved 4 days ago