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RIA / WealthAdvisordual registered (broker-dealer)24 years in industry

LILIANA O'LEARY

Advisor at MORGAN STANLEY

Houston, TX

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Search this name across graphsid dfx:ria:ee4bba5d-5eef-782d-c3c7-7de1e965b515

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 1, 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: Jan 15, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Jan 15, 2002
First registration: Jul 1, 2003
Dual registered: yes, broker-dealer
Other names: LILIANA O'LEARY|LILIANA O'LEARY|IZA LILIANA O'LEARY|IZA OLEARY|IZA LILIANA OLEARY|LILIANA LILIANA O'LEARY
IAPD individual key: 4482673

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	Oct 9, 2013	n/a	yes	Houston, TX	Current employment
WELLS FARGO ADVISORS	Wirehouse	Apr 4, 2012	Sep 16, 2013	no	HOUSTON, TX	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	May 3, 2010	no	Houston, TX	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Aug 12, 2008	Jun 1, 2009	no	HOUSTON, TX	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Jul 1, 2003	Oct 23, 2007	no	HOUSTON, TX\|HOUSTON, TX	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
WELLS FARGO ADVISORS	MORGAN STANLEY	Sep 16, 2013	Oct 9, 2013	23	Firm change	Wirehouse to wirehouse
MORGAN STANLEY	WELLS FARGO ADVISORS	May 3, 2010	Apr 4, 2012	702	Firm change after gap	Wirehouse to wirehouse
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	CITIGROUP GLOBAL MARKETS INC.	Oct 23, 2007	Aug 12, 2008	294	Firm change	Other

Relationships

Registered with (4)

→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to May 3, 2010factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Apr 4, 2012 to Sep 16, 2013factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Aug 12, 2008 to Jun 1, 2009factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jul 1, 2003 to Oct 23, 2007factForm ADV

Dated events

No dated event names this entity yet.