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RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

REID KEOKI TAKAMOTO

Advisor at MORGAN STANLEY

Honolulu, HI

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Search this name across graphsid dfx:ria:a60481c1-ab0f-a418-0e88-bd7b74b7c5f6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 4, 1998 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: Dec 22, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Dec 22, 1997
First registration: Jun 4, 1998
Dual registered: yes, broker-dealer
IAPD individual key: 2964688

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 2, 2013	n/a	yes	Honolulu, HI\|Honolulu, HI	Current employment
UBS FINANCIAL SERVICES INC.	Wirehouse	Sep 16, 2009	May 10, 2013	no	HONOLULU, HI	Previous registration
LORD, ABBETT & CO. LLC	Asset manager	Nov 1, 2004	Jun 17, 2009	no	JERSEY CITY, NJ\|JERSEY CITY, NJ	Previous registration
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Former SEC adviser	Jan 7, 2004	Oct 5, 2004	no	HONOLULU, HI	Previous registration
MORGAN STANLEY DW INC.	n/a	Jun 4, 1998	Jul 7, 2003	no	HONOLULU, HI	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
UBS FINANCIAL SERVICES INC.	MORGAN STANLEY	May 10, 2013	May 2, 2013	-8	Firm change	Wirehouse to wirehouse
LORD, ABBETT & CO. LLC	UBS FINANCIAL SERVICES INC.	Jun 17, 2009	Sep 16, 2009	91	Firm change	Other
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	LORD, ABBETT & CO. LLC	Oct 5, 2004	Nov 1, 2004	27	Firm change	Other
MORGAN STANLEY DW INC.	BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Jul 7, 2003	Jan 7, 2004	184	Firm change	Other

Relationships

Registered with (5)

→ MORGAN STANLEYRegistered adviserregistration: current employment
May 2, 2013 to presentfactForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Sep 16, 2009 to May 10, 2013factForm ADV
→ LORD, ABBETT & CO. LLCRegistered adviserregistration: previous registration
Nov 1, 2004 to Jun 17, 2009factForm ADV
→ BANCWEST INVESTMENT SERVICES, INC. (BWIS)Registered adviserregistration: previous registration
Jan 7, 2004 to Oct 5, 2004factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Jun 4, 1998 to Jul 7, 2003factForm ADV

Dated events

No dated event names this entity yet.