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RIA / WealthAdvisordual registered (broker-dealer)31 years in industry

LARA B O'LEARY

Advisor at MORGAN STANLEY

Atlanta, GA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 2, 2003 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: Sep 18, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Sep 18, 1995
First registration: May 2, 2003
Dual registered: yes, broker-dealer
Other names: LARA CHRISTINE BOYD|LARA CHRISTINE OLEARY
IAPD individual key: 2659812

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	Apr 30, 2018	n/a	yes	Atlanta, GA	Current employment
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Aug 15, 2007	Apr 3, 2018	no	ATLANTA, GA\|ATLANTA, GA	Previous registration
GV FINANCIAL ADVISORS, INC.	n/a	May 2, 2003	Dec 6, 2011	no	ATLANTA, GA	Previous registration
JOYN ADVISORS, INC.	Former SEC adviser	May 2, 2003	Apr 26, 2018	no	ATLANTA, GA	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
JOYN ADVISORS, INC.	SECURIAN FINANCIAL SERVICES, INC.	Apr 26, 2018	Aug 15, 2007	-3,907	Firm change after gap	Other
SECURIAN FINANCIAL SERVICES, INC.	MORGAN STANLEY	Apr 3, 2018	Apr 30, 2018	27	Firm change	Ibd to wirehouse
GV FINANCIAL ADVISORS, INC.	JOYN ADVISORS, INC.	Dec 6, 2011	May 2, 2003	-3,140	Firm change after gap	Other

Relationships

Registered with (4)

→ MORGAN STANLEYRegistered adviserregistration: current employment
Apr 30, 2018 to presentfactForm ADV
→ JOYN ADVISORS, INC.Registered adviserregistration: previous registration
May 2, 2003 to Apr 26, 2018factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Aug 15, 2007 to Apr 3, 2018factForm ADV
→ GV FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
May 2, 2003 to Dec 6, 2011factForm ADV

Dated events

No dated event names this entity yet.