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
Philip A MastelloneMorgan Stanley wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJun 18, 2026Jul 9, 2026
John Philip BizjackMorgan Stanley wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 17, 2026Jun 16, 2026
Brian J BizjackMorgan Stanley wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 17, 2026Jun 16, 2026
Candace M GregoryMorgan Stanley wirehouseHolistic Wealth Advisors independent RIAWirehouse to independent RIAJun 17, 2026Sep 3, 2026 (78 d)
Diane FabianMorgan Stanley wirehouseRBC Capital Markets, LLC national BDWirehouse to affiliated broker-dealer or bankJun 16, 2026Aug 31, 2026 (76 d)
Kristin K MccarthyMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankJun 16, 2026Jun 12, 2026
Sally A VendittiMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJun 16, 2026May 18, 2026
Carlos HenriquezMorgan Stanley wirehouseCitigroup Global Markets Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJun 16, 2026Jul 6, 2026
Brian Christopher SullivanMorgan Stanley wirehouseMML Investors Services, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 16, 2026Sep 3, 2026 (79 d)
Nicholas RamsoondarMorgan Stanley wirehouseTd Private Client Wealth LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 16, 2026Aug 4, 2026 (49 d)
Evan LombardoMorgan Stanley wirehouseCharles Schwab & Co., Inc. national BDWirehouse to affiliated broker-dealer or bankJun 16, 2026Jun 27, 2026
Reylon R RobinsonMorgan Stanley wirehouseEquitable Advisors, LLC national BDWirehouse to affiliated broker-dealer or bankJun 16, 2026Aug 6, 2026 (51 d)
Burton David FeldMorgan Stanley wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJun 15, 2026Jul 7, 2026
Sara Jean BrettingenMorgan Stanley wirehouseOnedigital institutionalOtherJun 15, 2026Jun 15, 2026
Catherine LyonsMorgan Stanley wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 15, 2026Jul 13, 2026
Reed Patrick BaileyMorgan Stanley wirehouseIeq Capital, LLC independent RIAWirehouse to independent RIAJun 15, 2026Jul 14, 2026
Rex Elliot MackMorgan Stanley wirehouseDaymark Wealth Partners, LLC independent RIAWirehouse to independent RIAJun 12, 2026Jun 1, 2026
Peter Daniel HoganMorgan Stanley wirehouseStifel, Nicolaus & Company, Incorporated national BDWirehouse to affiliated broker-dealer or bankJun 12, 2026Jun 8, 2026
Rachel BasconeMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseJun 12, 2026Jun 26, 2026
Tuan C LeMorgan Stanley wirehouseSequoia Financial Group, L.L.C. independent RIAWirehouse to independent RIAJun 12, 2026Jul 10, 2026
David Donald PowellMorgan Stanley wirehouseRBC Capital Markets, LLC national BDWirehouse to affiliated broker-dealer or bankJun 11, 2026Jun 10, 2026
Rhiana JohnsonMorgan Stanley wirehousePrincipal Asset Management otherOtherJun 11, 2026Jun 17, 2026
William P ShadeMorgan Stanley wirehouseStifel, Nicolaus & Company, Incorporated national BDWirehouse to affiliated broker-dealer or bankJun 9, 2026Jun 8, 2026
Huston LorenzoMorgan Stanley wirehouseOppenheimer & Co. Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJun 9, 2026Jun 9, 2026
Catherine Marino-EdwardsMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseJun 9, 2026Jun 4, 2026
Rufus Jason LasterMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseJun 9, 2026May 27, 2026
Jonathan Andrew FarmerMorgan Stanley wirehouseBelzberg & Co. mixed wealthWirehouse to independent RIAJun 9, 2026Jul 2, 2026
Valerie Ashley BorgesMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseJun 9, 2026Jun 12, 2026
Cole William KellerMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseJun 9, 2026Jun 4, 2026
Lewis Wade RodgersMorgan Stanley wirehouseEmpower Advisory Group, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 9, 2026Jul 7, 2026
Steven Paul KellerMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseJun 8, 2026Jun 4, 2026
Matthew Dow TeemsMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseJun 8, 2026Jun 4, 2026
Sunil I MenezesMorgan Stanley wirehouseTruist Advisory Services, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJun 5, 2026Aug 12, 2026 (68 d)
Patrick Michael PetscheMorgan Stanley wirehouseDaymark Wealth Partners, LLC independent RIAWirehouse to independent RIAJun 4, 2026Jun 1, 2026
Vincenzo CostanzoMorgan Stanley wirehouseDaymark Wealth Partners, LLC independent RIAWirehouse to independent RIAJun 4, 2026Jun 1, 2026
Cody Ray FlattMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseJun 4, 2026Jun 2, 2026
Anthony Joseph CostanzoMorgan Stanley wirehouseDaymark Wealth Partners, LLC independent RIAWirehouse to independent RIAJun 4, 2026Jun 1, 2026
David Lee SandersMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIAJun 4, 2026Jul 17, 2026 (43 d)
Brittany Rose OladunjoyeMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankJun 3, 2026Jun 9, 2026
Jair Abraham Hernandez CarrilloMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseJun 3, 2026Jun 3, 2026
Adam Bruce LinkMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseJun 3, 2026Jun 2, 2026
Jacob GandarillaMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 3, 2026Jul 20, 2026 (47 d)
Raj G PatelMorgan Stanley wirehouseRBC Capital Markets, LLC national BDWirehouse to affiliated broker-dealer or bankJun 3, 2026Jun 19, 2026
Rachel L PowellMorgan Stanley wirehouseStifel, Nicolaus & Company, Incorporated national BDWirehouse to affiliated broker-dealer or bankJun 3, 2026Jun 16, 2026
James Edward GravesMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankJun 2, 2026May 29, 2026
Jeff WinekaMorgan Stanley wirehouseCetera Investment Advisers LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 2, 2026Jun 2, 2026
Anna MagannMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIAJun 2, 2026Jun 15, 2026
Michael HillMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseJun 1, 2026Jun 30, 2026
Jaslinne M LopezMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankJun 1, 2026May 29, 2026
Cordia J TaylorMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 29, 2026May 1, 2026
Brian Joseph AnaniaMorgan Stanley wirehouseMadison Partners independent RIAWirehouse to independent RIAMay 29, 2026Jun 9, 2026
Raphael L RandolphMorgan Stanley wirehouseNationwide Securities, LLC no RAUMOtherMay 29, 2026Jun 23, 2026
Kyle AshmoreMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseMay 25, 2026Jun 8, 2026
Justin PenderMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseMay 25, 2026Jul 7, 2026 (43 d)
Megan Amanda MillerMorgan Stanley wirehouseCambridge Investment Research Advisors, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankMay 25, 2026Jun 17, 2026
Jackson HodgeMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseMay 25, 2026Jun 3, 2026
Ellen Marie ZawackiMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseMay 22, 2026Jun 17, 2026
Aaron Anthony SmithMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseMay 22, 2026Jun 15, 2026
Heidy FrankMorgan Stanley wirehouseRaymond James & Associates, Inc. national BDWirehouse to affiliated broker-dealer or bankMay 21, 2026May 11, 2026
Michael Anthony BonomoMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseMay 21, 2026May 18, 2026
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15,833 moves match.