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.

Advisor moves

Departures from Morgan Stanley

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Jorden RhodesMorgan Stanley wirehouseEdward Jones national BDWirehouse to affiliated broker-dealer or bankSep 16, 2026Sep 14, 2026
Christopher Michael BerzonMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseSep 11, 2026Sep 11, 2026
Kevin Allen CookMorgan Stanley wirehouseVictory Financial independent RIAWirehouse to independent RIASep 11, 2026Aug 24, 2026
Matthew S ParkinMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseSep 11, 2026Sep 11, 2026
Michael John WileyMorgan Stanley wirehouseRaymond James & Associates, Inc. national BDWirehouse to affiliated broker-dealer or bankSep 10, 2026Sep 1, 2026
Zaim LajkaMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseSep 10, 2026Sep 1, 2026
Ryan Elliot LewisMorgan Stanley wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankSep 10, 2026Aug 18, 2026
Ryan C FeinbergMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseSep 10, 2026Sep 16, 2026
Richard Edward HornMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseSep 9, 2026Sep 4, 2026
Calvin Boyd MasonMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseSep 9, 2026Sep 4, 2026
Caitlin E AlconMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseSep 9, 2026Sep 4, 2026
Maria Fatima Nicole VictoriaMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseSep 9, 2026Sep 10, 2026
Erin Marie JohnsonMorgan Stanley wirehouseEdward Jones national BDWirehouse to affiliated broker-dealer or bankSep 9, 2026Sep 4, 2026
Craig Eliot CisneyMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseSep 9, 2026Sep 4, 2026
Gerald HornMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseSep 9, 2026Sep 4, 2026
Christian A DefalcoMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseSep 9, 2026Sep 3, 2026
Shannon L AllenMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseSep 9, 2026Aug 21, 2026
Fredrik Magnus VirginMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankSep 7, 2026Sep 4, 2026
Michael HerzbergMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankSep 7, 2026Sep 4, 2026
Laura Elizabeth Faucette KnightMorgan Stanley wirehouseEdward Jones national BDWirehouse to affiliated broker-dealer or bankSep 7, 2026Sep 4, 2026
Corinne Marie HeibergerMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseSep 7, 2026Sep 3, 2026
Nicolas WalterMorgan Stanley wirehouseEp Wealth Advisors independent RIAWirehouse to independent RIASep 7, 2026Sep 10, 2026
Micah MendilloMorgan Stanley wirehouseCharles Schwab & Co., Inc. national BDWirehouse to affiliated broker-dealer or bankSep 7, 2026Sep 16, 2026
Oluseun Adedeji OnitiriMorgan Stanley wirehouseRBC Capital Markets, LLC national BDWirehouse to affiliated broker-dealer or bankSep 7, 2026Sep 8, 2026
Sophie Marie LittleMorgan Stanley wirehouseInvesco Advisers, Inc. asset managerOtherSep 4, 2026Sep 14, 2026
Robert D SelleckMorgan Stanley wirehouseMoors & Cabot, Inc BD affiliatedWirehouse to affiliated broker-dealer or bankSep 2, 2026Aug 31, 2026
Erik Hamilton SwoopeMorgan Stanley wirehouseRaymond James Financial Services Advisors, Inc BD affiliatedWirehouse to affiliated broker-dealer or bankSep 1, 2026Sep 1, 2026
Kyle John HeuchertMorgan Stanley wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankAug 31, 2026Sep 2, 2026
Huseyn Maharram BalayevMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseAug 31, 2026Sep 9, 2026
Zach LucasMorgan Stanley wirehouseCitigroup Global Markets Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankAug 27, 2026Sep 14, 2026
Christopher Ray DavisMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseAug 25, 2026Aug 7, 2026
T Connor ShivesMorgan Stanley wirehouseElevation Point Wealth Partners, LLC independent RIAWirehouse to independent RIAAug 25, 2026Aug 24, 2026
Christopher H BoydMorgan Stanley wirehouseHorter Investment Management, LLC independent RIAWirehouse to independent RIAAug 25, 2026Aug 21, 2026
Mary Mcfadden SextonMorgan Stanley wirehouseRBC Capital Markets, LLC national BDWirehouse to affiliated broker-dealer or bankAug 24, 2026Aug 4, 2026
Matthew Peter MclaughlinMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseAug 24, 2026Jul 31, 2026
Erik Marc KnoblMorgan Stanley wirehouseRBC Capital Markets, LLC national BDWirehouse to affiliated broker-dealer or bankAug 24, 2026Aug 4, 2026
Frank Joseph GaetanoMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseAug 24, 2026Aug 20, 2026
Peter John CiovaccoMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseAug 24, 2026Jul 30, 2026
Hiller A OlsenMorgan Stanley wirehouseRBC Capital Markets, LLC national BDWirehouse to affiliated broker-dealer or bankAug 24, 2026Aug 6, 2026
Joseph David CopelandMorgan Stanley wirehouseRaymond James & Associates, Inc. national BDWirehouse to affiliated broker-dealer or bankAug 24, 2026Aug 20, 2026
Benjamin Ronald DonathenMorgan Stanley wirehouseRaymond James & Associates, Inc. national BDWirehouse to affiliated broker-dealer or bankAug 24, 2026Aug 20, 2026
Joseph A KnebelMorgan Stanley wirehouseTwin Peaks Wealth Advisors independent RIAWirehouse to independent RIAAug 24, 2026Sep 11, 2026
Cory Paul CarlingMorgan Stanley wirehouseCapital Wealth, LLC independent RIAWirehouse to independent RIAAug 21, 2026Aug 26, 2026
Brandon Joseph CordianoMorgan Stanley wirehouseRaymond James & Associates, Inc. national BDWirehouse to affiliated broker-dealer or bankAug 20, 2026Sep 11, 2026
Alfred James HammondMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseAug 19, 2026Jul 30, 2026
Abraham Corey DispennetteMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseAug 19, 2026Aug 12, 2026
Darien M RomeroMorgan Stanley wirehouseEdward Jones national BDWirehouse to affiliated broker-dealer or bankAug 19, 2026Sep 4, 2026
Ashlee M SargentMorgan Stanley wirehouseStifel, Nicolaus & Company, Incorporated national BDWirehouse to affiliated broker-dealer or bankAug 19, 2026Sep 1, 2026
Patrick DefecianiMorgan Stanley wirehouseTd Private Client Wealth LLC BD affiliatedWirehouse to affiliated broker-dealer or bankAug 18, 2026Aug 19, 2026
Mariah Noelle GarnerMorgan Stanley wirehouseRaymond James Financial Services Advisors, Inc BD affiliatedWirehouse to affiliated broker-dealer or bankAug 18, 2026Sep 2, 2026
Tyler BurtenshawMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseAug 18, 2026Aug 25, 2026
Bradley StoutMorgan Stanley wirehouseEmpower Advisory Group, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankAug 17, 2026Aug 31, 2026
Brianna RiofskiMorgan Stanley wirehouseRBC Capital Markets, LLC national BDWirehouse to affiliated broker-dealer or bankAug 17, 2026Sep 1, 2026
Haider AliMorgan Stanley wirehouseHsbc Securities (USA) Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankAug 17, 2026Sep 4, 2026
Troy L McswainMorgan Stanley wirehouseFirst Foundation Advisors independent RIAWirehouse to independent RIAAug 17, 2026Sep 10, 2026
Carter J MathiasonMorgan Stanley wirehouseCambridge Investment Research Advisors, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankAug 17, 2026Sep 11, 2026
Nicholas McginnMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseAug 17, 2026Aug 28, 2026
Kayla ClarkMorgan Stanley wirehouseOsaic Wealth, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankAug 14, 2026Sep 12, 2026
Robert M EdwardsMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseAug 13, 2026Aug 11, 2026
Jeffrey D StanleyMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseAug 13, 2026Aug 11, 2026
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15,807 moves match.