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
Douglas Alexander FodorMorgan Stanley wirehouseRaymond James & Associates, Inc. national BDWirehouse to affiliated broker-dealer or bankNov 11, 2025Oct 31, 2025
Robert Leslie McveyMorgan Stanley wirehouseRaymond James & Associates, Inc. national BDWirehouse to affiliated broker-dealer or bankNov 11, 2025Nov 10, 2025
Eliana PerezMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseNov 11, 2025Nov 10, 2025
Francisco Hernan Munoz FigueroaMorgan Stanley wirehouseAmeriprise Financial Services, LLC national BDWirehouse to affiliated broker-dealer or bankNov 11, 2025Oct 31, 2025
Wesley Alexander SmithMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseNov 11, 2025Nov 12, 2025
Johnny Ray HernandezMorgan Stanley wirehouseMartinsen Wealth Management independent RIAWirehouse to independent RIANov 11, 2025Nov 7, 2025
Sabrina GagliottaMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseNov 10, 2025Nov 13, 2025
Christine Diane GeoffrayMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankNov 10, 2025Oct 17, 2025
Paul Vladimir UrbanekMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankNov 10, 2025Oct 17, 2025
Leigh Dennis MclaffertyMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseNov 10, 2025Nov 12, 2025
Patrick PorterMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseNov 10, 2025Nov 5, 2025
Paul Michael MurphyMorgan Stanley wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankNov 10, 2025Dec 4, 2025
Scott James PickloMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankNov 10, 2025Oct 17, 2025
Octavio RamirezMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseNov 10, 2025Mar 16, 2026 (126 d)
Sean Kirby LouderbackMorgan Stanley wirehouseVectorwealth independent RIAWirehouse to independent RIANov 10, 2025Nov 14, 2025
Yang JuMorgan Stanley wirehouseUBS Asset Management (Americas) LLC mixed wealthWirehouse to independent RIANov 10, 2025Dec 26, 2025 (46 d)
Andrew T ShippeeMorgan Stanley wirehouseRafferty Asset Management, LLC asset managerOtherNov 10, 2025May 18, 2026 (189 d)
Roopali CirilloMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseNov 10, 2025Jan 12, 2026 (63 d)
Cintra V. BedassieMorgan Stanley wirehouseJanney Montgomery Scott LLC BD affiliatedWirehouse to affiliated broker-dealer or bankNov 5, 2025Oct 31, 2025
Dana L DelucaMorgan Stanley wirehouseSteward Partners Investment Advisory, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankNov 5, 2025Nov 17, 2025
Craig MossMorgan Stanley wirehouseJanney Montgomery Scott LLC BD affiliatedWirehouse to affiliated broker-dealer or bankNov 4, 2025Oct 31, 2025
Alan Jay BogatchMorgan Stanley wirehouseJanney Montgomery Scott LLC BD affiliatedWirehouse to affiliated broker-dealer or bankNov 4, 2025Nov 3, 2025
Amanda M MolinaMorgan Stanley wirehouseOnepoint Bfg Wealth Partners independent RIAWirehouse to independent RIANov 4, 2025Nov 28, 2025
Christopher Michael HallMorgan Stanley wirehouseAmeriprise Financial Services, LLC national BDWirehouse to affiliated broker-dealer or bankNov 4, 2025Nov 11, 2025
Ana LudemannMorgan Stanley wirehouseJanney Montgomery Scott LLC BD affiliatedWirehouse to affiliated broker-dealer or bankNov 4, 2025Oct 31, 2025
Daryl Lee HolmesMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseNov 3, 2025Nov 3, 2025
Dietrah Angelique Pegues-BrittonMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseNov 3, 2025Oct 31, 2025
Steven PrumoMorgan Stanley wirehousePrumo Wealth Management, LLC unclassifiedOtherOct 31, 2025Mar 9, 2026 (129 d)
Jose AlpizarMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseOct 31, 2025Nov 12, 2025
Bettina Marie Andres BanzonMorgan Stanley wirehouseCitigroup Global Markets Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankOct 30, 2025Dec 8, 2025 (39 d)
Bruce Eric LordMorgan Stanley wirehouseJanney Montgomery Scott LLC BD affiliatedWirehouse to affiliated broker-dealer or bankOct 28, 2025Oct 10, 2025
Maureen N EnemMorgan Stanley wirehouseMercer Global Advisors Inc. independent RIAWirehouse to independent RIAOct 28, 2025Nov 3, 2025
Robert Joseph DuffyMorgan Stanley wirehouseRaymond James & Associates, Inc. national BDWirehouse to affiliated broker-dealer or bankOct 28, 2025Oct 23, 2025
Jessica MccoyMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseOct 28, 2025Nov 3, 2025
Stefen James RuizMorgan Stanley wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankOct 28, 2025Dec 3, 2025 (36 d)
Sharon Cynthia Paul-JordanMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankOct 27, 2025Oct 20, 2025
Timothy WilliamsMorgan Stanley wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherOct 27, 2025Dec 16, 2025 (50 d)
James W LoweMorgan Stanley wirehouseRBC Capital Markets, LLC national BDWirehouse to affiliated broker-dealer or bankOct 27, 2025Nov 3, 2025
Andrew M ClaytonMorgan Stanley wirehouseMeasured Risk Portfolios independent RIAWirehouse to independent RIAOct 27, 2025Feb 27, 2026 (123 d)
Devon Paige LitchfieldMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankOct 27, 2025Oct 20, 2025
Brian Ross SaltzmanMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankOct 24, 2025Oct 20, 2025
John ZastrowMorgan Stanley wirehouseRaymond James Financial Services Advisors, Inc BD affiliatedWirehouse to affiliated broker-dealer or bankOct 24, 2025Oct 24, 2025
Gregory Robert SwensonMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankOct 24, 2025Oct 20, 2025
Christopher Lee ApgarMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankOct 23, 2025Oct 20, 2025
John A BednarzMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseOct 22, 2025Nov 5, 2025
Breanna ValenciaMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseOct 22, 2025Dec 8, 2025 (47 d)
Barrett VaughanMorgan Stanley wirehouseEmpower Advisory Group, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankOct 22, 2025Aug 21, 2026 (303 d)
Jonathan E SousaMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIAOct 22, 2025Dec 11, 2025 (50 d)
Erin L O'SheaMorgan Stanley wirehouseHsbc Securities (USA) Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankOct 20, 2025Dec 12, 2025 (53 d)
Xiao Peng LiuMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankOct 20, 2025Oct 17, 2025
Chelsea WaltersMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseOct 20, 2025Nov 21, 2025 (32 d)
Jacqueline Lavonne RiggsMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankOct 20, 2025Oct 17, 2025
Rocio HernandezMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankOct 20, 2025Oct 17, 2025
Rand F BeechMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankOct 20, 2025Oct 17, 2025
Max E SeveroMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankOct 20, 2025Oct 17, 2025
Nicholas Felix EguiazarianMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankOct 20, 2025Oct 17, 2025
Xinru LiuMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseOct 20, 2025Oct 27, 2025
Tingyi WuMorgan Stanley wirehouseCharles Schwab & Co., Inc. national BDWirehouse to affiliated broker-dealer or bankOct 20, 2025Dec 23, 2025 (64 d)
Gianluca SumberacMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankOct 17, 2025Feb 6, 2026 (112 d)
Samuel Cook GoddardMorgan Stanley wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherOct 17, 2025Dec 4, 2025 (48 d)
Page 12 of 264PreviousNext
15,837 moves match.