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

Javier Francisco Reyes

Morgan StanleywirehouseAtlanta, Gadual registrantIAPD 6129132

Feed of 09/14/2026

At current firm

1 y

since Dec 2, 2024

In the industry

13 y

since Nov 26, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

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 Dec 2, 2024 · Atlanta, Ga
Newedge Advisors BD affiliated
May 10, 2024 to Nov 7, 2024 · Atlanta, Ga
Morgan Stanley wirehouse
Sep 26, 2022 to Apr 15, 2024 · Atlanta, Ga
Triad Advisors, LLC former
Jun 26, 2018 to Sep 14, 2022 · Atlanta, Ga
Td Ameritrade Investment Management, LLC former
Jan 17, 2017 to Jun 22, 2018 · Alpharetta, Ga
Td Ameritrade, Inc. former
Jan 17, 2017 to Jun 22, 2018 · Alpharetta, Ga
Truist Advisory Services, Inc. BD affiliated
Sep 20, 2016 to Dec 13, 2016 · Atlanta, Ga
Suntrust Investment Services, Inc. former
May 12, 2015 to Dec 13, 2016 · Atlanta, Ga

Moves

a registration end followed by a registration begin elsewhere

Newedge Advisors to Morgan Stanley
left Nov 7, 2024, registered Dec 2, 2024 (25 days) · Affiliated broker-dealer or bank to wirehouse
Morgan Stanley to Newedge Advisors
left Apr 15, 2024, registered May 10, 2024 (25 days) · Wirehouse to affiliated broker-dealer or bank
Triad Advisors, LLC to Morgan Stanley
left Sep 14, 2022, registered Sep 26, 2022 (12 days) · Affiliated broker-dealer or bank to wirehouse
Td Ameritrade Investment Management, LLC to Triad Advisors, LLC
left Jun 22, 2018, registered Jun 26, 2018 (4 days) · RIA to affiliated broker-dealer or bank
Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLC
left Jun 22, 2018, registered Jan 17, 2017 (-521 days) · channel change inside one enterprise, not a move
Truist Advisory Services, Inc. to Td Ameritrade, Inc.
left Dec 13, 2016, registered Jan 17, 2017 (35 days) · Other
Suntrust Investment Services, Inc. to Truist Advisory Services, Inc.
left Dec 13, 2016, registered Sep 20, 2016 (-84 days) · corporate re-registration, not a move

Signals

Javier Francisco Reyes left Newedge Advisors for Morgan Stanley (registered 2024-12-02)
Nov 7, 2024 · Advisor changed firm · fact
Javier Francisco Reyes left Morgan Stanley for Newedge Advisors (registered 2024-05-10)
Apr 15, 2024 · Advisor changed firm · fact
Javier Francisco Reyes left Triad Advisors, Llc for Morgan Stanley (registered 2022-09-26)
Sep 14, 2022 · 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: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address