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, 1998earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Oct 11, 2004

First registration

Aug 11, 2000

Dual registered

yes, broker-dealer

Other names

COLBY J CRAIG

IAPD individual key

3114339

• Occurred

  May 24, 2024
  Advisor changed firm

  Colby James Craig left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Morgan Stanley (registered 2024-05-24)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:dcba5131-b28e-ea42-d44e-0d46404e294c

First observed

Aug 11, 2000

Last observed

Sep 14, 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.