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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

Gregory A Willibey

Advisor at MORGAN STANLEY

Toledo, OH

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Search this name across graphsid dfx:ria:eb99eab5-a4ee-5d31-c40c-24cd406bbce5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Sep 25, 2017 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: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Sep 20, 2017
First registration: Sep 25, 2017
Dual registered: yes, broker-dealer
Other names: Gregory A Willibey|Gregory A. Willibey
IAPD individual key: 6267764

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 29, 2025	n/a	yes	Toledo, OH	Current employment
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Apr 3, 2024	Jul 7, 2025	no	SAN DIEGO, CA\|Whitehouse, OH	Previous registration
SCF INVESTMENT ADVISORS, INC.	Former SEC adviser	Mar 25, 2024	Jul 7, 2025	no	SAN DIEGO, CA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Sep 25, 2017	Nov 6, 2023	no	COLUMBUS, OH\|Columbus, OH\|WESTERVILLE, OH\|Columbus, OH	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
SCF INVESTMENT ADVISORS, INC.	CUSO FINANCIAL SERVICES, L.P.	Jul 7, 2025	Apr 3, 2024	-460	Channel change	Ibd to ibd
CUSO FINANCIAL SERVICES, L.P.	MORGAN STANLEY	Jul 7, 2025	Aug 29, 2025	53	Firm change	Ibd to wirehouse
J.P. MORGAN SECURITIES LLC	SCF INVESTMENT ADVISORS, INC.	Nov 6, 2023	Mar 25, 2024	140	Firm change	Wirehouse to ibd

Relationships

Registered with (4)

→ MORGAN STANLEYRegistered adviserregistration: current employment
Aug 29, 2025 to presentfactForm ADV
→ SCF INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
Mar 25, 2024 to Jul 7, 2025factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Apr 3, 2024 to Jul 7, 2025factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Sep 25, 2017 to Nov 6, 2023factForm ADV

Dated events

Occurred
Jul 7, 2025
Advisor changed firm
Gregory A Willibey left Cuso Financial Services, L.P. for Morgan Stanley (registered 2025-08-29)
Form ADVobserved 4 days ago
Occurred
Nov 6, 2023
Advisor changed firm
Gregory A Willibey left J.P. Morgan Securities Llc for Scf Investment Advisors, Inc. (registered 2024-03-25)
Form ADVobserved 4 days ago