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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

Kwadwo Opoku Adutwum

Advisor at MORGAN STANLEY

San Francisco, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Feb 25, 2008 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: Oct 5, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Oct 5, 2007
First registration: Feb 25, 2008
Dual registered: yes, broker-dealer
Other names: KOJO ADUTWUM|ADUTWUM OPOKU KWADWO
IAPD individual key: 5430058

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	Aug 8, 2022	n/a	yes	San Francisco, CA	Current employment
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Former SEC adviser	Nov 6, 2018	Jul 21, 2022	no	SAN LEANDRO, CA\|SAN LEANDRO, CA\|SAN LORENZO, CA\|HAYWARD, CA\|HAYWARD, CA\|EL CERRITO, CA\|OAKLAND, CA\|WALNUT CREEK, CA\|CASTRO VALLEY, CA\|OAKLAND, CA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Oct 27, 2017	Nov 28, 2018	no	San Francisco, CA\|San Francisco, CA\|SAN FRANCISCO, CA\|Westlake Village, CA	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	Jun 2, 2017	Oct 31, 2017	no	Walnut Creek, CA	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Jan 8, 2016	Jul 22, 2016	no	SAN FRANCISCO, CA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Apr 3, 2013	Nov 5, 2015	no	SAN JOSE, CA\|OAKLAND, CA\|SAN LEANDRO, CA\|SAN LORENZO, CA	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Feb 25, 2008	Feb 21, 2013	no	WALNUT CREEK, CA	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
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	MORGAN STANLEY	Jul 21, 2022	Aug 8, 2022	18	Firm change	Ibd to wirehouse
CITIGROUP GLOBAL MARKETS INC.	BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Nov 28, 2018	Nov 6, 2018	-22	Firm change	Ibd to ibd
PRUCO SECURITIES, LLC	CITIGROUP GLOBAL MARKETS INC.	Oct 31, 2017	Oct 27, 2017	-4	Firm change	Other
USAA FINANCIAL PLANNING SERVICES	PRUCO SECURITIES, LLC	Jul 22, 2016	Jun 2, 2017	315	Firm change	Other
J.P. MORGAN SECURITIES LLC	USAA FINANCIAL PLANNING SERVICES	Nov 5, 2015	Jan 8, 2016	64	Firm change	Other
MSI FINANCIAL SERVICES, INC.	J.P. MORGAN SECURITIES LLC	Feb 21, 2013	Apr 3, 2013	41	Firm change	Other

Relationships

Registered with (7)

→ MORGAN STANLEYRegistered adviserregistration: current employment
Aug 8, 2022 to presentfactForm ADV
→ BANCWEST INVESTMENT SERVICES, INC. (BWIS)Registered adviserregistration: previous registration
Nov 6, 2018 to Jul 21, 2022factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Oct 27, 2017 to Nov 28, 2018factForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Jun 2, 2017 to Oct 31, 2017factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Jan 8, 2016 to Jul 22, 2016factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Apr 3, 2013 to Nov 5, 2015factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Feb 25, 2008 to Feb 21, 2013factForm ADV

Dated events

Occurred
Jul 21, 2022
Advisor changed firm
Kwadwo Opoku Adutwum left Bancwest Investment Services, Inc. (Bwis) for Morgan Stanley (registered 2022-08-08)
Form ADVobserved 4 days ago