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
Robert J LabriolaMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankJul 21, 2026Jul 20, 2026
Nikola DelicMorgan Stanley wirehouseWealthspire Retirement Advisory institutionalOtherJul 21, 2026Aug 6, 2026
John Mccausland ChapmanMorgan Stanley wirehouseRaymond James Financial Services Advisors, Inc BD affiliatedWirehouse to affiliated broker-dealer or bankJul 21, 2026Jul 28, 2026
Robert Bernard GilsonMorgan Stanley wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJul 20, 2026Jul 8, 2026
James Carter BeeMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseJul 20, 2026Jul 7, 2026
Karyn Jean MitranoMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseJul 20, 2026Aug 14, 2026
Taylor MorseMorgan Stanley wirehouseEdward Jones national BDWirehouse to affiliated broker-dealer or bankJul 20, 2026Sep 1, 2026 (43 d)
Amanda S InfanteMorgan Stanley wirehouseRaymond James & Associates, Inc. national BDWirehouse to affiliated broker-dealer or bankJul 20, 2026Aug 11, 2026
Samuel Jonathan DuckettMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseJul 17, 2026Jul 16, 2026
Sania Azhar ZaidiMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseJul 17, 2026Aug 28, 2026 (42 d)
Briggin R BluemelMorgan Stanley wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJul 17, 2026Sep 14, 2026 (59 d)
Thomas AsprinioMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseJul 16, 2026Aug 4, 2026
James R ManisMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 15, 2026Jul 14, 2026
Benjamin Jack YerkeMorgan Stanley wirehouseCreative Planning independent RIAWirehouse to independent RIAJul 15, 2026Jul 29, 2026
Hugh Foster HamiltonMorgan Stanley wirehouseConcurrent Investment Advisors, LLC independent RIAWirehouse to independent RIAJul 13, 2026Jul 10, 2026
Brandy Jean Boyles-VazquezMorgan Stanley wirehouseRBC Capital Markets, LLC national BDWirehouse to affiliated broker-dealer or bankJul 13, 2026Jul 16, 2026
Craig ChampagnieMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 13, 2026Jul 28, 2026
Lindsey Nicole RickardsMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseJul 13, 2026Jul 10, 2026
Joel Evan BarrusMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseJul 13, 2026Aug 10, 2026
Tracy R PatrickMorgan Stanley wirehouseRBC Capital Markets, LLC national BDWirehouse to affiliated broker-dealer or bankJul 13, 2026Jul 22, 2026
Nicholas G KellyMorgan Stanley wirehousePrivate Advisor Group, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJul 13, 2026Jul 24, 2026
Ajay SasserMorgan Stanley wirehouseWaverly Advisors, LLC independent RIAWirehouse to independent RIAJul 13, 2026Aug 18, 2026 (36 d)
Elias HanksMorgan Stanley wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJul 13, 2026Aug 6, 2026
Kirk Thomas ThodeMorgan Stanley wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJul 10, 2026Jun 10, 2026
Tanner LewisMorgan Stanley wirehouseTruist Advisory Services, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJul 10, 2026Aug 4, 2026
Christopher Dayton JonesMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseJul 8, 2026Jun 11, 2026
Susan I MohaceyMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseJul 8, 2026Jul 14, 2026
Jennifer Suzanne FeeneyMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseJul 8, 2026Jul 8, 2026
Blake RomeroMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankJul 7, 2026Jul 13, 2026
Henrry A. RodriguezMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseJul 7, 2026Aug 3, 2026
Wendy Marie ChanceMorgan Stanley wirehouseNew Edge Wealth BD affiliatedWirehouse to affiliated broker-dealer or bankJul 3, 2026Jul 2, 2026
Ashley Nicole CruzMorgan Stanley wirehouseIeq Capital, LLC independent RIAWirehouse to independent RIAJul 3, 2026Jul 15, 2026
Deborah Katrin Kimi GerkenMorgan Stanley wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJul 2, 2026Jul 1, 2026
Harry Javier DominguezMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseJul 2, 2026Jul 20, 2026
Adrian PuentesMorgan Stanley wirehouseCharles Schwab & Co., Inc. national BDWirehouse to affiliated broker-dealer or bankJun 29, 2026Jul 2, 2026
Nicholas Hartley BurnsMorgan Stanley wirehouseBlackrock Investment Management, LLC asset managerOtherJun 29, 2026Jul 22, 2026
Jacob Larry ChaseMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseJun 29, 2026Jul 22, 2026
Nicholas Kelly PolstonMorgan Stanley wirehouseFirst Trust Advisors LP asset managerOtherJun 29, 2026Jul 1, 2026
Nicholas Charles GomezMorgan Stanley wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 26, 2026Jun 12, 2026
Jennifer A McdonaldMorgan Stanley wirehouseOsaic Wealth, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJun 25, 2026Jun 23, 2026
Sarah W RobinsonMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseJun 25, 2026Jul 10, 2026
Rachel Sue CappolaMorgan Stanley wirehouseEdward Jones national BDWirehouse to affiliated broker-dealer or bankJun 25, 2026Jul 6, 2026
Donald Allyn HarrellMorgan Stanley wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 24, 2026Jun 23, 2026
Blake A DavidsonMorgan Stanley wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 24, 2026Jun 23, 2026
Chris H. ChangMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseJun 24, 2026Aug 17, 2026 (54 d)
Randi SpeedlingMorgan Stanley wirehouseSanctuary Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 23, 2026Jun 18, 2026
Kyle Douglas YoungMorgan Stanley wirehouseSanctuary Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 23, 2026Jun 18, 2026
John Mitchel HardinMorgan Stanley wirehouseAmeriprise Financial Services, LLC national BDWirehouse to affiliated broker-dealer or bankJun 23, 2026Jun 22, 2026
Bonnie Elizabeth BrewerMorgan Stanley wirehouseCetera Investment Advisers LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 23, 2026Jun 5, 2026
Joseph Richard McbrideMorgan Stanley wirehouseFocus Partners Wealth, LLC independent RIAWirehouse to independent RIAJun 23, 2026Jul 1, 2026
Bryan MontesMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseJun 23, 2026Aug 19, 2026 (57 d)
Ethan RyderMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseJun 23, 2026Jun 30, 2026
Erin Michelle CroweMorgan Stanley wirehouseEdward Jones national BDWirehouse to affiliated broker-dealer or bankJun 22, 2026Jun 22, 2026
Sophat HengMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseJun 19, 2026Jul 31, 2026 (42 d)
Yulin ZhangMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseJun 19, 2026Aug 11, 2026 (53 d)
David Brian SnyderMorgan Stanley wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJun 18, 2026Jun 17, 2026
Darren Andrew WaldMorgan Stanley wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJun 18, 2026Jun 17, 2026
Mary K HoldenMorgan Stanley wirehouseStifel, Nicolaus & Company, Incorporated national BDWirehouse to affiliated broker-dealer or bankJun 18, 2026Jul 7, 2026
Gregory Christopher ShermanMorgan Stanley wirehouseCitizens Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJun 18, 2026Jun 17, 2026
Trevor A WadeMorgan Stanley wirehouseCitizens Private Wealth BD affiliatedWirehouse to affiliated broker-dealer or bankJun 18, 2026Jun 17, 2026
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15,833 moves match.