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RIA / WealthAdvisordual registered (broker-dealer)42 years in industry

WILLIAM ATKINSON LOBB II

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, 11:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Aug 27, 1996 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: Apr 24, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Apr 24, 1984
First registration: Aug 27, 1996
Dual registered: yes, broker-dealer
Other names: WILLIAM ATKINSON LOBB
IAPD individual key: 848408

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	Jul 1, 2014	n/a	yes	Atlanta, GA	Current employment
OPPENHEIMER & CO. INC.	Bd affiliated wealth	Sep 20, 2004	Jul 1, 2014	no	ATLANTA, GA\|ATLANTA, GA\|LAKEWOOD RANCH, FL\|SAVANNAH, GA	Previous registration
OPPENHEIMER ASSET MANAGEMENT	Bd affiliated wealth	Oct 21, 2003	Dec 4, 2007	no	ATLANTA, GA	Previous registration
OPPENHEIMER ASSET MANAGEMENT	Bd affiliated wealth	Apr 23, 2003	Oct 16, 2003	no	NEW YORK, NY	Previous registration
OPPENHEIMER & CO. INC.	Bd affiliated wealth	Jan 3, 2003	Apr 15, 2003	no	ATLANTA, GA	Previous registration
CIBC WORLD MARKETS CORP.	n/a	Aug 27, 1996	Jan 3, 2003	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
OPPENHEIMER & CO. INC.	MORGAN STANLEY	Jul 1, 2014	Jul 1, 2014	0	Firm change	Other
OPPENHEIMER ASSET MANAGEMENT	OPPENHEIMER & CO. INC.	Dec 4, 2007	Sep 20, 2004	-1,170	Firm change after gap	Other
OPPENHEIMER & CO. INC.	OPPENHEIMER ASSET MANAGEMENT	Apr 15, 2003	Apr 23, 2003	8	Bulk transfer	Other
CIBC WORLD MARKETS CORP.	OPPENHEIMER & CO. INC.	Jan 3, 2003	Jan 3, 2003	0	Bulk transfer	Other

Relationships

Registered with (4)

→ MORGAN STANLEYRegistered adviserregistration: current employment
Jul 1, 2014 to presentfactForm ADV
→ OPPENHEIMER & CO. INC.Registered adviserregistration: previous registration
Sep 20, 2004 to Jul 1, 2014factForm ADV
→ OPPENHEIMER ASSET MANAGEMENTRegistered adviserregistration: previous registration
Oct 21, 2003 to Dec 4, 2007factForm ADV
→ CIBC WORLD MARKETS CORP.Registered adviserregistration: previous registration
Aug 27, 1996 to Jan 3, 2003factForm ADV

Dated events

No dated event names this entity yet.