DFX Intelligence

RIA Intelligence

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
Allan W HoustonMorgan Stanley wirehouseCohen & Steers Capital Management Inc. asset managerOtherFeb 2, 2026Feb 12, 2026
Andrew Francis CashiolaMorgan Stanley wirehouseIndependent Financial Group, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJan 27, 2026Jan 22, 2026
Jason MochiMorgan Stanley wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJan 27, 2026Jan 20, 2026
Erik Hanson BergMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJan 27, 2026Jan 9, 2026
Jeffrey James MillerMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseJan 27, 2026Jan 16, 2026
Denise De La TorreMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseJan 27, 2026Jan 27, 2026
Raquel SandsMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseJan 27, 2026Feb 9, 2026
Kyheroh D'Untrea HarrisonMorgan Stanley wirehouseUsaa Investment Services Company no RAUMOtherJan 27, 2026Apr 6, 2026 (69 d)
David GardnerMorgan Stanley wirehouseAmeriprise Financial Services, LLC national BDWirehouse to affiliated broker-dealer or bankJan 26, 2026Jan 14, 2026
Coleman Harris RudolphMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJan 26, 2026Jan 12, 2026
Rejane R AbreuMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseJan 26, 2026Feb 12, 2026
Nonamegiven AloyeiousMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseJan 26, 2026Apr 16, 2026 (80 d)
Gloria SuardMorgan Stanley wirehouseStrategic Advisers LLC national BDWirehouse to affiliated broker-dealer or bankJan 26, 2026Apr 1, 2026 (65 d)
Janet Ann WallerMorgan Stanley wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJan 22, 2026Jan 20, 2026
Wyatt Preston DuncanMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseJan 22, 2026Feb 24, 2026 (33 d)
Abby Nicole SmithMorgan Stanley wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJan 21, 2026Jul 2, 2026 (162 d)
Eric V BennettMorgan Stanley wirehouseAdvisornet Wealth Partners independent RIAWirehouse to independent RIAJan 21, 2026Jan 22, 2026
John FeliceMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJan 19, 2026Mar 10, 2026 (50 d)
Nicholas MillerMorgan Stanley wirehouseMML Investors Services, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJan 19, 2026Feb 19, 2026 (31 d)
Diana E MendozaMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseJan 19, 2026Jan 16, 2026
Thomas E StrittMorgan Stanley wirehouseKey Investment Services LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJan 16, 2026Feb 3, 2026
Justin TaoMorgan Stanley wirehouseOppenheimer & Co. Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJan 15, 2026Mar 6, 2026 (50 d)
Simon D YoungMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJan 15, 2026Jan 9, 2026
Marina MatthewsMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseJan 14, 2026Feb 2, 2026
Heather HolmesMorgan Stanley wirehouseEdward Jones national BDWirehouse to affiliated broker-dealer or bankJan 14, 2026Jan 9, 2026
Hayley Frances Worth CurtisMorgan Stanley wirehouseFrec independent RIAWirehouse to independent RIAJan 14, 2026Feb 10, 2026
Austin R TaylorMorgan Stanley wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJan 13, 2026Jan 26, 2026
Robert Jason LankinMorgan Stanley wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJan 13, 2026Mar 17, 2026 (63 d)
Lori Anne MichaelsonMorgan Stanley wirehouseCetera Investment Advisers LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJan 12, 2026Aug 24, 2026 (224 d)
John Donnelly RudolphMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJan 12, 2026Jan 9, 2026
Jeanine G DelgadoMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJan 12, 2026Jan 9, 2026
Caleb Nathanael BarkerMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseJan 12, 2026Feb 10, 2026
Alec James WinterhalterMorgan Stanley wirehouseJordan Park Group LLC independent RIAWirehouse to independent RIAJan 12, 2026Mar 12, 2026 (59 d)
Albert P BedionesMorgan Stanley wirehouseAmeriprise Financial Services, LLC national BDWirehouse to affiliated broker-dealer or bankJan 9, 2026Dec 12, 2025
Maha RiazMorgan Stanley wirehouseStrategic Advisers LLC national BDWirehouse to affiliated broker-dealer or bankJan 9, 2026Jan 30, 2026
Michele Murphy CianfroneMorgan Stanley wirehouseRBC Capital Markets, LLC national BDWirehouse to affiliated broker-dealer or bankJan 7, 2026Jan 5, 2026
Taylor Jordan BoyleMorgan Stanley wirehouseRBC Capital Markets, LLC national BDWirehouse to affiliated broker-dealer or bankJan 7, 2026Jan 5, 2026
Christopher James ImmoosMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseJan 7, 2026Feb 13, 2026 (37 d)
Edward A ThomascoMorgan Stanley wirehouseRBC Capital Markets, LLC national BDWirehouse to affiliated broker-dealer or bankJan 6, 2026Jan 6, 2026
Allen Paul BraunbeckMorgan Stanley wirehouseCharles Schwab & Co., Inc. national BDWirehouse to affiliated broker-dealer or bankJan 6, 2026Feb 2, 2026
Thomas John MalteseMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJan 6, 2026Jan 14, 2026
Ekaterina PredeinaMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJan 6, 2026Jan 7, 2026
Ralston TurnerMorgan Stanley wirehouseTradewinds, LLC independent RIAWirehouse to independent RIAJan 6, 2026Jan 5, 2026
Mark BoutrosMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseJan 6, 2026Jan 21, 2026
Brett Thompson WeldonMorgan Stanley wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJan 6, 2026Feb 2, 2026
Debra Diane GalbraithMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseJan 2, 2026Jan 12, 2026
Janna MagdalenoMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseJan 2, 2026Feb 20, 2026 (49 d)
Lindsey Kate ShiflettMorgan Stanley wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAJan 2, 2026Jan 2, 2026
Kevin LochMorgan Stanley wirehouseSteward Partners Investment Advisory, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJan 2, 2026Jan 15, 2026
Romain Hubert DucasseMorgan Stanley wirehouseSchwartz & Co. mixed wealthWirehouse to independent RIAJan 2, 2026Jan 16, 2026
James KellyMorgan Stanley wirehouseThirtyone Wealth unclassifiedOtherJan 2, 2026Jan 9, 2026
Robert Bruce KernsMorgan Stanley wirehouseKerns Legacy Planning state registeredWirehouse to a state-registered adviserJan 2, 2026Feb 12, 2026 (41 d)
Javier MorenoMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJan 2, 2026Apr 28, 2026 (116 d)
Luiz Fernando BoruchowskiMorgan Stanley wirehouseAndbanc Advisory LLC independent RIAWirehouse to independent RIADec 26, 2025Dec 15, 2025
John Christopher JamesMorgan Stanley wirehouseAmeriprise Financial Services, LLC national BDWirehouse to affiliated broker-dealer or bankDec 25, 2025Dec 22, 2025
Jennifer Li LuciusMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIADec 25, 2025Feb 6, 2026 (43 d)
Mark TincherMorgan Stanley wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankDec 22, 2025Jan 6, 2026
Joseph Frederick PetterutoMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseDec 19, 2025Jan 2, 2026
Travis DesilvaMorgan Stanley wirehouseCharles Schwab & Co., Inc. national BDWirehouse to affiliated broker-dealer or bankDec 19, 2025Jan 6, 2026
Corey James MartinMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseDec 18, 2025Dec 5, 2025
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15,837 moves match.