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

May 1, 2001earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

3

Exams

S63|S66

First exam

Aug 4, 2004

First registration

Aug 23, 2019

Dual registered

yes, broker-dealer

IAPD individual key

2685904

• Occurred

  Aug 5, 2025
  Advisor changed firm

  Samir Ahmad left Hsbc Securities (Usa) Inc. for Morgan Stanley (registered 2025-07-29)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b820a53b-e17d-a9e8-5579-5dbbeb05e208

First observed

Aug 23, 2019

Last observed

Sep 15, 2026 5 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.