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

Aug 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Mar 23, 2021

First registration

Mar 25, 2021

Dual registered

yes, broker-dealer

Other names

NICK LISLE

IAPD individual key

7194806

• Occurred

  Jul 17, 2024
  Advisor changed firm

  Nicholas Lisle left Blakely Walters Wealth Management for Morgan Stanley (registered 2025-06-18)

  Form ADVobserved 5 days ago
• Occurred

  Jul 15, 2024
  Advisor changed firm

  Nicholas Lisle left Next Financial Group, Inc. for Blakely Walters Wealth Management (registered 2023-06-12)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a951c744-75e8-0b65-e076-5c2df07365cd

First observed

Mar 25, 2021

Last observed

Sep 14, 2026 6 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.