DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jennifer M Woods

Morgan StanleywirehouseFort Myers, Fldual registrantIAPD 2419295

Feed of 09/14/2026

Also filed as Jennifer Marie Woods

At current firm

0 y

since Oct 2, 2025

In the industry

27 y

since Jan 15, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Morgan Stanley wirehouse current
since Oct 2, 2025 · Fort Myers, Fl
Sanctuary Advisors, LLC BD affiliated
May 13, 2025 to Jul 30, 2025 · North Augusta, Sc
UBS Financial Services Inc. wirehouse
Apr 9, 2024 to Jun 13, 2025 · Fort Myers, Fl
UBS Financial Services Inc. wirehouse
Jan 9, 2009 to Aug 8, 2017 · Fort Myers, Fl
Morgan Stanley & Co. LLC unclassified
Aug 11, 2008 to Jan 15, 2009 · Ft. Myers, Fl
Morgan Stanley & Co. LLC unclassified
Apr 2, 2007 to Jun 9, 2008 · Charlotte, Nc
Morgan Stanley Dw Inc. unclassified
May 7, 2004 to Apr 2, 2007 · Charlotte, Nc
A. G. Edwards & Sons, Inc. unclassified
Mar 6, 2003 to Apr 26, 2004 · Ft. Myers, Fl

Moves

a registration end followed by a registration begin elsewhere

Sanctuary Advisors, LLC to Morgan Stanley
left Jul 30, 2025, registered Oct 2, 2025 (64 days) · Affiliated broker-dealer or bank to wirehouse
UBS Financial Services Inc. to Sanctuary Advisors, LLC
left Jun 13, 2025, registered May 13, 2025 (-31 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
Morgan Stanley & Co. LLC to UBS Financial Services Inc.
left Jan 15, 2009, registered Jan 9, 2009 (-6 days) · corporate re-registration, not a move
Morgan Stanley Dw Inc. to Morgan Stanley & Co. LLC
left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move
A. G. Edwards & Sons, Inc. to Morgan Stanley Dw Inc.
left Apr 26, 2004, registered May 7, 2004 (11 days) · Other

Signals

Jennifer M Woods left Sanctuary Advisors, Llc for Morgan Stanley (registered 2025-10-02)
Jul 30, 2025 · Advisor changed firm · fact
Jennifer M Woods left Ubs Financial Services Inc. for Sanctuary Advisors, Llc (registered 2025-05-13)
Jun 13, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wirehousederived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address