DFX 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Cynthia Kinkaid | Morgan Stanley wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 17, 2025 | Mar 18, 2026 (91 d) |
| Michael Jacques | Morgan Stanley wirehouse | J.P. Morgan Securities LLC wirehouse | Wirehouse to wirehouse | Dec 17, 2025 | Jan 12, 2026 |
| Tashara Drayton | Morgan Stanley wirehouse | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Wirehouse to wirehouse | Dec 17, 2025 | May 14, 2026 (148 d) |
| William Stanley | Morgan Stanley wirehouse | Buck Wealth Strategies, LLC independent RIA | Wirehouse to independent RIA | Dec 16, 2025 | Dec 17, 2025 |
| Jessica Urbanski | Morgan Stanley wirehouse | Wells Fargo Advisors wirehouse | Wirehouse to wirehouse | Dec 15, 2025 | Jan 12, 2026 |
| Mark Stevenson Tassie | Morgan Stanley wirehouse | Savvy independent RIA | Wirehouse to independent RIA | Dec 15, 2025 | Dec 22, 2025 |
| Brandon K. Moore | Morgan Stanley wirehouse | Strategic Advisers LLC national BD | Wirehouse to affiliated broker-dealer or bank | Dec 15, 2025 | Feb 18, 2026 (65 d) |
| William M Prest | Morgan Stanley wirehouse | Wealth Enhancement Advisory Services, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 15, 2025 | Jan 26, 2026 (42 d) |
| Angela Louise Denham | Morgan Stanley wirehouse | Wells Fargo Advisors wirehouse | Wirehouse to wirehouse | Dec 12, 2025 | Dec 11, 2025 |
| Eric J Marriaga | Morgan Stanley wirehouse | Cetera Investment Advisers LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 12, 2025 | Dec 5, 2025 |
| Brandon A Kershaw | Morgan Stanley wirehouse | Wells Fargo Advisors wirehouse | Wirehouse to wirehouse | Dec 12, 2025 | Dec 12, 2025 |
| Tyler C Clark | Morgan Stanley wirehouse | United Capital Financial Advisors independent RIA | Wirehouse to independent RIA | Dec 11, 2025 | Mar 10, 2026 (89 d) |
| Nicolas Hernandez | Morgan Stanley wirehouse | Bulltick Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Dec 11, 2025 | Dec 16, 2025 |
| Sean Holland | Morgan Stanley wirehouse | Emerson Equity LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 10, 2025 | Jul 20, 2026 (222 d) |
| Aditya Shettigar | Morgan Stanley wirehouse | J.P. Morgan Securities LLC wirehouse | Wirehouse to wirehouse | Dec 9, 2025 | Dec 23, 2025 |
| Robert Lincoln Dupree | Morgan Stanley wirehouse | Thrivent Investment Management Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 8, 2025 | Dec 17, 2025 |
| Jason Pettinelli | Morgan Stanley wirehouse | UBS Financial Services Inc. wirehouse | Wirehouse to wirehouse | Dec 8, 2025 | Dec 16, 2025 |
| Tracy L Cairoli | Morgan Stanley wirehouse | UBS Financial Services Inc. wirehouse | Wirehouse to wirehouse | Dec 8, 2025 | Jan 7, 2026 |
| Rachel Parrish | Morgan Stanley wirehouse | Charles Schwab & Co., Inc. national BD | Wirehouse to affiliated broker-dealer or bank | Dec 8, 2025 | Dec 19, 2025 |
| Matthew K Lorenzo | Morgan Stanley wirehouse | Empower Advisory Group, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 5, 2025 | Dec 17, 2025 |
| David S Smith | Morgan Stanley wirehouse | MML Investors Services, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 4, 2025 | Dec 22, 2025 |
| Mackenzie Christine Howe | Morgan Stanley wirehouse | Oppenheimer & Co. Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 4, 2025 | Dec 19, 2025 |
| Patrick Michael Mcgrath | Morgan Stanley wirehouse | RBC Capital Markets, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Dec 3, 2025 | Nov 10, 2025 |
| Shannon Nordick | Morgan Stanley wirehouse | RBC Capital Markets, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Dec 3, 2025 | Nov 10, 2025 |
| Philip Pierre-Louis | Morgan Stanley wirehouse | J.P. Morgan Securities LLC wirehouse | Wirehouse to wirehouse | Dec 3, 2025 | Dec 16, 2025 |
| Krisha Anne Ashton | Morgan Stanley wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 3, 2025 | Dec 12, 2025 |
| Zach D Girres | Morgan Stanley wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | Dec 3, 2025 | Jan 16, 2026 (44 d) |
| Timothy Jon Fiacco | Morgan Stanley wirehouse | Rockefeller Capital Management BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 2, 2025 | Dec 1, 2025 |
| Sora Araim | Morgan Stanley wirehouse | Rockefeller Capital Management BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 2, 2025 | Dec 1, 2025 |
| Stephen James Flamio | Morgan Stanley wirehouse | MML Investors Services, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 2, 2025 | Feb 20, 2026 (80 d) |
| Nolan M Rogow | Morgan Stanley wirehouse | UBS Financial Services Inc. wirehouse | Wirehouse to wirehouse | Dec 2, 2025 | Dec 1, 2025 |
| Rosana Catalina Lambertini | Morgan Stanley wirehouse | Cambridge Investment Research Advisors, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 27, 2025 | Nov 26, 2025 |
| Jonathan David Obera | Morgan Stanley wirehouse | Cambridge Investment Research Advisors, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 27, 2025 | Nov 26, 2025 |
| Larry Charles Singleton | Morgan Stanley wirehouse | Kestra Advisory Services, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 25, 2025 | Dec 11, 2025 |
| Abram Jesus Fabela | Morgan Stanley wirehouse | Strategic Advisers LLC national BD | Wirehouse to affiliated broker-dealer or bank | Nov 25, 2025 | Mar 27, 2026 (122 d) |
| Dat Quach | Morgan Stanley wirehouse | Sofi Wealth LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 25, 2025 | Dec 22, 2025 |
| Pool Paucar | Morgan Stanley wirehouse | Charles Schwab & Co., Inc. national BD | Wirehouse to affiliated broker-dealer or bank | Nov 24, 2025 | Jan 6, 2026 (43 d) |
| Daron Bruce Edwards | Morgan Stanley wirehouse | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Wirehouse to wirehouse | Nov 24, 2025 | Nov 20, 2025 |
| Yong En Xiao | Morgan Stanley wirehouse | Wells Fargo Advisors wirehouse | Wirehouse to wirehouse | Nov 21, 2025 | Dec 17, 2025 |
| Cameron Nicholas Slabbert | Morgan Stanley wirehouse | UBS Financial Services Inc. wirehouse | Wirehouse to wirehouse | Nov 21, 2025 | Jan 12, 2026 (52 d) |
| Gayle M. Waldon | Morgan Stanley wirehouse | Strategic Advisers LLC national BD | Wirehouse to affiliated broker-dealer or bank | Nov 20, 2025 | Mar 26, 2026 (126 d) |
| Benjamin Fowler | Morgan Stanley wirehouse | J.P. Morgan Securities LLC wirehouse | Wirehouse to wirehouse | Nov 19, 2025 | Dec 22, 2025 (33 d) |
| Jase Pennock | Morgan Stanley wirehouse | Thrivent Investment Management Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 18, 2025 | Mar 5, 2026 (107 d) |
| Simon W Zhang | Morgan Stanley wirehouse | Ieq Capital, LLC independent RIA | Wirehouse to independent RIA | Nov 18, 2025 | Dec 5, 2025 |
| Jennifer L Thompson | Morgan Stanley wirehouse | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Wirehouse to wirehouse | Nov 17, 2025 | Dec 9, 2025 |
| Alex Georgelos | Morgan Stanley wirehouse | J.P. Morgan Securities LLC wirehouse | Wirehouse to wirehouse | Nov 17, 2025 | Dec 18, 2025 (31 d) |
| Michael Spears | Morgan Stanley wirehouse | Td Private Client Wealth LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 17, 2025 | Feb 4, 2026 (79 d) |
| Ernesto Ivan Rodriguez | Morgan Stanley wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | Nov 17, 2025 | Jan 15, 2026 (59 d) |
| Jake H. Karp | Morgan Stanley wirehouse | Kestra Advisory Services, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 17, 2025 | Nov 20, 2025 |
| Shakay Simpson | Morgan Stanley wirehouse | J.P. Morgan Securities LLC wirehouse | Wirehouse to wirehouse | Nov 17, 2025 | Dec 8, 2025 |
| Michelle Swinton | Morgan Stanley wirehouse | Northwestern Mutual Investment Services,LLC no RAUM | Other | Nov 14, 2025 | Jul 28, 2026 (256 d) |
| Sean Mohan | Morgan Stanley wirehouse | UBS Financial Services Inc. wirehouse | Wirehouse to wirehouse | Nov 14, 2025 | Aug 24, 2026 (283 d) |
| Dylan J Droegemueller | Morgan Stanley wirehouse | RBC Capital Markets, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Nov 13, 2025 | Nov 10, 2025 |
| Scott Joseph Schoenberg | Morgan Stanley wirehouse | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Wirehouse to wirehouse | Nov 12, 2025 | Nov 12, 2025 |
| Daniel M Holzer | Morgan Stanley wirehouse | UBS Financial Services Inc. wirehouse | Wirehouse to wirehouse | Nov 12, 2025 | Nov 10, 2025 |
| Jorge Luis Morasso | Morgan Stanley wirehouse | Citigroup Global Markets Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 12, 2025 | Nov 3, 2025 |
| Cassandra D Scalia | Morgan Stanley wirehouse | UBS Financial Services Inc. wirehouse | Wirehouse to wirehouse | Nov 12, 2025 | Feb 25, 2026 (105 d) |
| Kayelani Rae Mcvey Galvan | Morgan Stanley wirehouse | Raymond James & Associates, Inc. national BD | Wirehouse to affiliated broker-dealer or bank | Nov 12, 2025 | Nov 12, 2025 |
| Marilynne Shadow | Morgan Stanley wirehouse | Empower Advisory Group, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 12, 2025 | Dec 16, 2025 (34 d) |
| Patricia Ellen Selin | Morgan Stanley wirehouse | Janney Montgomery Scott LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 11, 2025 | Oct 23, 2025 |
15,837 moves match.