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

Jun 1, 1987earliest registration or exam on IAPD

Years in industry

39derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S66

First exam

Jan 17, 2020

First registration

Jan 17, 2020

Dual registered

yes, broker-dealer

Other names

Diane Joan Wilson

IAPD individual key

7174372

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b99e1fcc-1b71-9cfe-7b9b-0820866d1385

First observed

Jan 17, 2020

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.