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
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
Donovan Axel MorrisMorgan Stanley wirehouseCharles Schwab & Co., Inc. national BDWirehouse to affiliated broker-dealer or bankAug 13, 2026Sep 3, 2026
Pablo Perezanta OlmedoMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseAug 13, 2026Jul 17, 2026
Cindy Beller RudbartMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankAug 12, 2026Aug 10, 2026
John W JamesMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankAug 12, 2026Aug 10, 2026
Corinne James MenachoMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankAug 12, 2026Aug 10, 2026
Erin Marie PurcellMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseAug 12, 2026Aug 18, 2026
Michelle-Marie Janie BurmesterMorgan Stanley wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankAug 12, 2026Aug 11, 2026
Christian Javier VargasMorgan Stanley wirehouseMercer Global Advisors Inc. independent RIAWirehouse to independent RIAAug 12, 2026Sep 2, 2026
Christopher R BentonMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankAug 12, 2026Aug 10, 2026
Jordan Frederick HoerterMorgan Stanley wirehouseRBC Capital Markets, LLC national BDWirehouse to affiliated broker-dealer or bankAug 10, 2026Aug 17, 2026
Candace J BurkettMorgan Stanley wirehouseRaymond James & Associates, Inc. national BDWirehouse to affiliated broker-dealer or bankAug 7, 2026Aug 19, 2026
Olaoluwakitan ShonibareMorgan Stanley wirehouseRBC Capital Markets, LLC national BDWirehouse to affiliated broker-dealer or bankAug 6, 2026Aug 6, 2026
Averey C MackinMorgan Stanley wirehouseRBC Capital Markets, LLC national BDWirehouse to affiliated broker-dealer or bankAug 6, 2026Aug 6, 2026
Michael Engle PeacockMorgan Stanley wirehouseRaymond James & Associates, Inc. national BDWirehouse to affiliated broker-dealer or bankAug 4, 2026Jul 27, 2026
Todd Neil HatfieldMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseAug 4, 2026Jul 7, 2026
Brie Kay EdmundsMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseAug 4, 2026Jul 27, 2026
Kevin James BrodbeckMorgan Stanley wirehouseTd Private Client Wealth LLC BD affiliatedWirehouse to affiliated broker-dealer or bankAug 4, 2026Aug 12, 2026
Frederick Charles DassoMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseAug 4, 2026Jul 23, 2026
John M. DunlapMorgan Stanley wirehouseAmeriprise Financial Services, LLC national BDWirehouse to affiliated broker-dealer or bankAug 3, 2026Aug 26, 2026
Anthony Franzi ManciniMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseAug 3, 2026Jul 30, 2026
Scott K TobeyMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseAug 3, 2026Jul 30, 2026
Lucas Jonathan WeidnerMorgan Stanley wirehouseThrivent Investment Management Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankAug 3, 2026Aug 5, 2026
Clare Margaret Mary SheehanMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseJul 31, 2026Jul 30, 2026
Wilson Townsend BullardMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseJul 31, 2026Jul 30, 2026
Sonya Elma PrattMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseJul 31, 2026Jul 30, 2026
Michael William EganMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseJul 31, 2026Jul 30, 2026
Douglas Howard KublinMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseJul 31, 2026Jul 30, 2026
Christina D CecchinoMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseJul 31, 2026Aug 3, 2026
Martin GaubaMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseJul 31, 2026Jul 30, 2026
Jack Dudley BrownMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseJul 31, 2026Jul 30, 2026
Jade Michael DagherMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseJul 31, 2026Jul 30, 2026
Jason DonnellyMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseJul 31, 2026Aug 7, 2026
Lance Alan WhiteMorgan Stanley wirehouseNew Edge Wealth BD affiliatedWirehouse to affiliated broker-dealer or bankJul 30, 2026Jul 2, 2026
Wiley IrwinMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseJul 30, 2026Sep 17, 2026 (49 d)
Pamala PriceMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 29, 2026Jul 2, 2026
Ozlem ZorMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 28, 2026Aug 27, 2026
Clint Christopher CliffordMorgan Stanley wirehousePrasad Wealth Partners independent RIAWirehouse to independent RIAJul 27, 2026Jul 7, 2026
Steven Alexander KaufmanMorgan Stanley wirehouseAmeriprise Financial Services, LLC national BDWirehouse to affiliated broker-dealer or bankJul 27, 2026Jul 28, 2026
Hope Catherine TurockMorgan Stanley wirehouseRaymond James & Associates, Inc. national BDWirehouse to affiliated broker-dealer or bankJul 27, 2026Jul 30, 2026
Sean P O'BrienMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseJul 27, 2026Aug 12, 2026
Zachary Christopher WelchMorgan Stanley wirehouseGoldman Sachs Wealth Services, L.P. BD affiliatedWirehouse to affiliated broker-dealer or bankJul 27, 2026Aug 27, 2026 (31 d)
Jacqueline Crutchfield HoustonMorgan Stanley wirehouseRaymond James & Associates, Inc. national BDWirehouse to affiliated broker-dealer or bankJul 24, 2026Jul 24, 2026
Robert J LabriolaMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankJul 24, 2026Jul 20, 2026
John B HudgensMorgan Stanley wirehouseConcurrent Investment Advisors, LLC independent RIAWirehouse to independent RIAJul 24, 2026Jul 28, 2026
Earl Bradford HudgensMorgan Stanley wirehouseConcurrent Investment Advisors, LLC independent RIAWirehouse to independent RIAJul 24, 2026Aug 3, 2026
Rachelle L Carlson-OienMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseJul 22, 2026Aug 11, 2026
Jillian Marie DeanMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankJul 22, 2026Jul 20, 2026
Joseph Thien HuynhMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseJul 22, 2026Jul 23, 2026
Shane MoranMorgan Stanley wirehouseNew Edge Wealth BD affiliatedWirehouse to affiliated broker-dealer or bankJul 21, 2026Jul 2, 2026
Gregory Joseph PappiccoMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankJul 21, 2026Jul 20, 2026
Annmarie GuntherMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankJul 21, 2026Jul 20, 2026
Giancarlo BaroneMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankJul 21, 2026Jul 20, 2026
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15,833 moves match.