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

Leonard Chad Fernandez

Morgan StanleywirehouseNashville, Tndual registrantIAPD 5430017

Feed of 09/14/2026

Also filed as Leonard Chad Fernandez

At current firm

2 y

since Feb 9, 2024

In the industry

18 y

since Feb 7, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

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 Feb 9, 2024 · Nashville, Tn
Raymond James Financial Services Advisors, Inc BD affiliated
Jan 4, 2023 to Feb 13, 2024 · Nashville, Tn
&Partners independent RIA
Mar 15, 2022 to Jan 6, 2023 · Nashville, Tn
Wells Fargo Advisors wirehouse
Sep 26, 2018 to Dec 1, 2021 · Minneapolis, Mn
Tpb Wealth Advisors, LLC former
Aug 29, 2013 to Feb 19, 2014 · San Antonio, Tx
Glenmore Advisors, LLC former
Oct 13, 2010 to Dec 9, 2011 · Atlanta, Ga
Morgan Stanley wirehouse
Jun 1, 2009 to Apr 8, 2010 · Atlanta, Ga
Citigroup Global Markets Inc. BD affiliated
Oct 22, 2008 to Jun 1, 2009 · Atlanta, Ga
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Feb 7, 2008 to Oct 20, 2008 · Atlanta, Ga

Moves

a registration end followed by a registration begin elsewhere

Raymond James Financial Services Advisors, Inc to Morgan Stanley
left Feb 13, 2024, registered Feb 9, 2024 (-4 days) · Affiliated broker-dealer or bank to wirehouse
&Partners to Raymond James Financial Services Advisors, Inc
left Jan 6, 2023, registered Jan 4, 2023 (-2 days) · RIA to affiliated broker-dealer or bank
Wells Fargo Advisors to &Partners
left Dec 1, 2021, registered Mar 15, 2022 (104 days) · Wirehouse to independent RIA
Tpb Wealth Advisors, LLC to Wells Fargo Advisors
left Feb 19, 2014, registered Sep 26, 2018 (1680 days) · Other
Glenmore Advisors, LLC to Tpb Wealth Advisors, LLC
left Dec 9, 2011, registered Aug 29, 2013 (629 days) · Other
Morgan Stanley to Glenmore Advisors, LLC
left Apr 8, 2010, registered Oct 13, 2010 (188 days) · Other
Citigroup Global Markets Inc. to Morgan Stanley
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Citigroup Global Markets Inc.
left Oct 20, 2008, registered Oct 22, 2008 (2 days) · Other

Signals

Leonard Chad Fernandez left Raymond James Financial Services Advisors, Inc for Morgan Stanley (registered 2024-02-09)
Feb 13, 2024 · Advisor changed firm · fact
Leonard Chad Fernandez left &Partners for Raymond James Financial Services Advisors, Inc (registered 2023-01-04)
Jan 6, 2023 · 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: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address