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

STEPHEN WILKINSON

Advisor at MORGAN STANLEY

Louisville, KY

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Search this name across graphsid dfx:ria:f8a632d6-a9d4-7fe3-854d-8b1bd56eddf3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 29, 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: May 28, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Exams: S66
First exam: May 28, 2008
First registration: May 29, 2008
Dual registered: yes, broker-dealer
Other names: STEPHEN WILKINSON|STEPHEN G WILKINSON|STEVE G WILKINSON|Stephen Glen Wilkinson
IAPD individual key: 5465845

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 18, 2026	n/a	yes	Louisville, KY	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 15, 2020	Aug 19, 2026	no	LOUISVILLE, KY	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Jul 16, 2013	Jun 19, 2020	no	LOUISVILLE, KY\|LOUISVILLE, KY\|LOUISVILLE, KY\|LOUISVILLE, KY\|LOUISVILLE, KY\|LOUISVILLE, KY\|LOUISVILLE, KY	Previous registration
MONEY CONCEPTS ADVISORY SERVICE	Bd affiliated wealth	Sep 9, 2011	Nov 14, 2012	no	FLOYDS KNOBS, IN\|PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL\|INDIANAPOLIS, IN	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Mar 13, 2009	Sep 6, 2011	no	LOUISVILLE, KY	Previous registration
MORGAN STANLEY & CO. LLC	n/a	May 29, 2008	Feb 6, 2009	no	LOUISVILLE, KY	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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MORGAN STANLEY	Aug 19, 2026	Aug 18, 2026	-1	Firm change	Wirehouse to wirehouse
PNC WEALTH MANAGEMENT	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jun 19, 2020	Jun 15, 2020	-4	Firm change	Ibd to wirehouse
MONEY CONCEPTS ADVISORY SERVICE	PNC WEALTH MANAGEMENT	Nov 14, 2012	Jul 16, 2013	244	Firm change	Other
WELLS FARGO ADVISORS	MONEY CONCEPTS ADVISORY SERVICE	Sep 6, 2011	Sep 9, 2011	3	Firm change	Other
MORGAN STANLEY & CO. LLC	WELLS FARGO ADVISORS	Feb 6, 2009	Mar 13, 2009	35	Firm change	Other

Relationships

Registered with (6)

→ MORGAN STANLEYRegistered adviserregistration: current employment
Aug 18, 2026 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jun 15, 2020 to Aug 19, 2026factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jul 16, 2013 to Jun 19, 2020factForm ADV
→ MONEY CONCEPTS ADVISORY SERVICERegistered adviserregistration: previous registration
Sep 9, 2011 to Nov 14, 2012factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Mar 13, 2009 to Sep 6, 2011factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
May 29, 2008 to Feb 6, 2009factForm ADV

Dated events

Occurred
Aug 19, 2026
Advisor changed firm
Stephen Wilkinson left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Morgan Stanley (registered 2026-08-18)
Form ADVobserved 4 days ago