DFX Intelligence

RIA Intelligence

Advisor moves

Departures from Morgan Stanley

15,846 moves
AdvisorFromToTypeLeftRegistered
Elchin A BagirovMorgan Stanley wirehouseCitigroup Global Markets Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankSep 19, 2025May 7, 2026 (230 d)
Kirsten Margrethe SahagunMorgan Stanley wirehouseRaymond James & Associates, Inc. national BDWirehouse to affiliated broker-dealer or bankSep 19, 2025Sep 10, 2025
Taylor Watts MarronMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseSep 18, 2025Oct 10, 2025
Ryan Austin SchallMorgan Stanley wirehouseCreative Planning independent RIAWirehouse to independent RIASep 18, 2025Oct 3, 2025
Richard Allan OlsenMorgan Stanley wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankSep 18, 2025Sep 15, 2025
Justin Leonard SaponaraMorgan Stanley wirehouseRBC Capital Markets, LLC national BDWirehouse to affiliated broker-dealer or bankSep 17, 2025Sep 8, 2025
Adam Christopher BeckMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseSep 17, 2025Oct 15, 2025
Tyler James ArmstrongMorgan Stanley wirehouseRaymond James Financial Services Advisors, Inc BD affiliatedWirehouse to affiliated broker-dealer or bankSep 17, 2025Sep 25, 2025
Anna Kathryn DeboisblancMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseSep 17, 2025Oct 3, 2025
Jason L BotwinickMorgan Stanley wirehouseCwa Asset Management Group independent RIAWirehouse to independent RIASep 17, 2025Sep 24, 2025
Lorraine ValentoneMorgan Stanley wirehouseCitigroup Global Markets Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankSep 15, 2025Sep 16, 2025
Lisa Marie IsaacsMorgan Stanley wirehouseMoors & Cabot, Inc BD affiliatedWirehouse to affiliated broker-dealer or bankSep 15, 2025Sep 24, 2025
Kevin Kiyoshi NagasawaMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseSep 15, 2025Sep 24, 2025
Jeremy P BiscegliaMorgan Stanley wirehouseLevel Four Advisory Services BD affiliatedWirehouse to affiliated broker-dealer or bankSep 15, 2025Sep 12, 2025
Cara Renee PuccioMorgan Stanley wirehousePrimerica Advisors national BDWirehouse to affiliated broker-dealer or bankSep 15, 2025Feb 12, 2026 (150 d)
Cheryl Ann CowanMorgan Stanley wirehouseD.A. Davidson & Co. independent RIAWirehouse to independent RIASep 15, 2025Sep 16, 2025
Lance James HuebnerMorgan Stanley wirehouseSanctuary Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankSep 15, 2025Sep 12, 2025
Keith HarrisonMorgan Stanley wirehouseNeuberger Berman Bd LLC no RAUMOtherSep 15, 2025Sep 22, 2025
Allison Hazel NosackaMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseSep 11, 2025Aug 14, 2025
Brendan Michael McelroyMorgan Stanley wirehouseSymmetry Partners independent RIAWirehouse to independent RIASep 11, 2025Sep 11, 2025
Chiao ChanMorgan Stanley wirehouseOpenarc Corporate Advisory, LLC independent RIAWirehouse to independent RIASep 10, 2025Oct 7, 2025
Benjamin LeessMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseSep 10, 2025Sep 9, 2025
Jason T. GoldbergMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseSep 10, 2025Sep 9, 2025
Scarlett NeubergerMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseSep 10, 2025Sep 9, 2025
Edward Morio KawaharaMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseSep 9, 2025Aug 19, 2025
Jonathan D LeeMorgan Stanley wirehouseArkadios Wealth Advisors BD affiliatedWirehouse to affiliated broker-dealer or bankSep 9, 2025Aug 18, 2025
Charles Thomas LeeMorgan Stanley wirehouseArkadios Wealth Advisors BD affiliatedWirehouse to affiliated broker-dealer or bankSep 9, 2025Aug 18, 2025
Michael Joseph LamagnaMorgan Stanley wirehouseTraphagen Financial Group independent RIAWirehouse to independent RIASep 9, 2025Nov 28, 2025 (80 d)
Gilbert Ramon MontoyaMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseSep 9, 2025Sep 19, 2025
George Malone LiddonMorgan Stanley wirehouseArkadios Wealth Advisors BD affiliatedWirehouse to affiliated broker-dealer or bankSep 9, 2025Aug 18, 2025
Fuxian ZhangMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseSep 9, 2025Feb 9, 2026 (153 d)
Chastity Ann PetersonMorgan Stanley wirehouseBenjamin F. Edwards & Company, Incorporated BD affiliatedWirehouse to affiliated broker-dealer or bankSep 8, 2025Sep 11, 2025
Bryan S SimsMorgan Stanley wirehouseRBC Securities, Inc. independent RIAWirehouse to independent RIASep 8, 2025Sep 12, 2025
Helen Balalas TerenziMorgan Stanley wirehouseStifel, Nicolaus & Company, Incorporated national BDWirehouse to affiliated broker-dealer or bankSep 8, 2025Sep 9, 2025
Linda ZhengMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseSep 8, 2025Mar 17, 2026 (190 d)
Taylor Rae GladMorgan Stanley wirehouseSymmetry Partners independent RIAWirehouse to independent RIASep 8, 2025Sep 9, 2025
Colin MonteithMorgan Stanley wirehouseAmeriprise Financial Services, LLC national BDWirehouse to affiliated broker-dealer or bankSep 8, 2025Sep 18, 2025
Alexander RecaldeMorgan Stanley wirehouseCitigroup Global Markets Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankSep 8, 2025Sep 17, 2025
Kate CressyMorgan Stanley wirehouseAmeriprise Financial Services, LLC national BDWirehouse to affiliated broker-dealer or bankSep 8, 2025Oct 2, 2025
James PolonskyMorgan Stanley wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankSep 5, 2025Sep 4, 2025
Marlo Anne ChambersMorgan Stanley wirehouseAmeriprise Financial Services, LLC national BDWirehouse to affiliated broker-dealer or bankSep 5, 2025Sep 24, 2025
Nicholas BzoviMorgan Stanley wirehouseDucere Wealth Management independent RIAWirehouse to independent RIASep 4, 2025Sep 5, 2025
Maxwell Thomas BehnfieldMorgan Stanley wirehouseFirst National Advisers, LLC mixed wealthWirehouse to independent RIASep 4, 2025Nov 25, 2025 (82 d)
Jeremy Tyler KingMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseSep 4, 2025Sep 5, 2025
Nathan Esteban JoubertMorgan Stanley wirehouseCharles Schwab & Co., Inc. national BDWirehouse to affiliated broker-dealer or bankSep 4, 2025Oct 3, 2025
Ethan WuMorgan Stanley wirehouseCharles Schwab & Co., Inc. national BDWirehouse to affiliated broker-dealer or bankSep 4, 2025May 22, 2026 (260 d)
Paul Bernard GesinaMorgan Stanley wirehouseCharles Schwab & Co., Inc. national BDWirehouse to affiliated broker-dealer or bankSep 3, 2025Oct 24, 2025 (51 d)
Robert C ScarboroughMorgan Stanley wirehouseSpirepoint Private Client, LLC independent RIAWirehouse to independent RIASep 3, 2025Sep 9, 2025
Karl David TresnerMorgan Stanley wirehouseMML Investors Services, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankSep 3, 2025Feb 6, 2026 (156 d)
Karen CardenasMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseSep 3, 2025Sep 12, 2025
Kim M OrsiMorgan Stanley wirehouseSpirepoint Private Client, LLC independent RIAWirehouse to independent RIASep 1, 2025Sep 19, 2025
Ryan M DorianMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseSep 1, 2025Sep 24, 2025
Michael RodriguezMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseAug 29, 2025Oct 17, 2025 (49 d)
Diego A RojasMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIAAug 29, 2025Aug 26, 2026 (362 d)
Charles CrowleyMorgan Stanley wirehouseAmeriprise Financial Services, LLC national BDWirehouse to affiliated broker-dealer or bankAug 29, 2025Sep 3, 2025
Gina Barcello-ReedMorgan Stanley wirehouseCetera Investment Advisers LLC BD affiliatedWirehouse to affiliated broker-dealer or bankAug 28, 2025Aug 28, 2025
Macnair Adam SawickiMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseAug 27, 2025Mar 23, 2026 (208 d)
Casey A PriscoMorgan Stanley wirehouseNorthern Trust Securities, Inc BD affiliatedWirehouse to affiliated broker-dealer or bankAug 26, 2025Sep 16, 2025
Geoffrey Scott PaulMorgan Stanley wirehouseUnited Capital Financial Advisors independent RIAWirehouse to independent RIAAug 25, 2025Aug 22, 2025
James Laurence RehfeldMorgan Stanley wirehouseUnited Capital Financial Advisors independent RIAWirehouse to independent RIAAug 25, 2025Aug 22, 2025
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