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
Jeffrey D MoroMorgan Stanley wirehouseRBC Capital Markets, LLC national BDWirehouse to affiliated broker-dealer or bankMay 21, 2026May 14, 2026
Rachel R HigginsMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseMay 21, 2026Jun 4, 2026
Steven Michael CoplinMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankMay 20, 2026May 15, 2026
Caroline A CoplinMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankMay 20, 2026May 15, 2026
Jeremy AutryMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseMay 19, 2026May 4, 2026
Ryan Michael ShermanMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankMay 19, 2026May 15, 2026
Lynette Janelle SusiMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankMay 19, 2026May 15, 2026
Charles Joseph BoulwareMorgan Stanley wirehouseMariner Independent independent RIAWirehouse to independent RIAMay 18, 2026May 21, 2026
Jenna SteinhauerMorgan Stanley wirehouseIeq Capital, LLC independent RIAWirehouse to independent RIAMay 18, 2026May 29, 2026
Ashley Marie GegenwarthMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankMay 18, 2026May 15, 2026
Samuel J VasileMorgan Stanley wirehouseRBC Capital Markets, LLC national BDWirehouse to affiliated broker-dealer or bankMay 18, 2026May 14, 2026
Biagio DelboccioMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankMay 18, 2026May 15, 2026
Cassandra MorrisMorgan Stanley wirehouseCharles Schwab & Co., Inc. national BDWirehouse to affiliated broker-dealer or bankMay 18, 2026Jun 9, 2026
Maxwell I GoldsteinMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseMay 18, 2026May 26, 2026
Sean T GibbonsMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 18, 2026May 28, 2026
Stephen M BartoliMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 15, 2026May 5, 2026
David C BartoliMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 15, 2026May 5, 2026
John D PhillipsMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseMay 13, 2026Aug 4, 2026 (83 d)
Julian B GuruleMorgan Stanley wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMay 12, 2026Jun 11, 2026
Angellina DowdMorgan Stanley wirehouseFirst Trust Advisors LP asset managerOtherMay 12, 2026Jun 24, 2026 (43 d)
Timothy Robert ConleyMorgan Stanley wirehouseCitigroup Global Markets Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankMay 11, 2026May 7, 2026
Jillian Jean ToomeyMorgan Stanley wirehouseRange Advisory, LLC independent RIAWirehouse to independent RIAMay 11, 2026Aug 21, 2026 (102 d)
Ashley ArcherMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 11, 2026May 19, 2026
Haocheng CaiMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 11, 2026Aug 19, 2026 (100 d)
Angelo Michael AgudaMorgan Stanley wirehouseSofi Wealth LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMay 11, 2026Aug 18, 2026 (99 d)
Harrison Cole WilliamsMorgan Stanley wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankMay 11, 2026Jul 10, 2026 (60 d)
Alec Dale PittsenbargerMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIAMay 8, 2026May 14, 2026
Jacqueline SmithMorgan Stanley wirehouseWealth Enhancement Advisory Services, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMay 8, 2026May 11, 2026
Marsha ThorneMorgan Stanley wirehouseWorth Advisors independent RIAWirehouse to independent RIAMay 7, 2026May 5, 2026
Teresa Lynn EstebMorgan Stanley wirehouseRaymond James Financial Services Advisors, Inc BD affiliatedWirehouse to affiliated broker-dealer or bankMay 7, 2026Aug 19, 2026 (104 d)
Rex Noble PointsMorgan Stanley wirehouseStifel, Nicolaus & Company, Incorporated national BDWirehouse to affiliated broker-dealer or bankMay 7, 2026May 4, 2026
Danielle M ChaissonMorgan Stanley wirehouseEdelman Financial Engines independent RIAWirehouse to independent RIAMay 7, 2026Jun 17, 2026 (41 d)
Elena L MayanjaMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseMay 7, 2026Jul 9, 2026 (63 d)
Karen GonzalesMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseMay 7, 2026Jul 23, 2026 (77 d)
Jennifer Lynn BrownMorgan Stanley wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAMay 7, 2026May 27, 2026
Thomas Reaves WoddailMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseMay 7, 2026Apr 9, 2026
Jeffrey Norman RobinsonMorgan Stanley wirehouseCreative Planning independent RIAWirehouse to independent RIAMay 7, 2026May 19, 2026
Dedry Jerrod JohnsonMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 7, 2026Apr 20, 2026
Megan Elizabeth RotheMorgan Stanley wirehouseLPL Enterprise, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMay 7, 2026May 14, 2026
Christine GonzalezMorgan Stanley wirehouseEpic Advisory Services Corp independent RIAWirehouse to independent RIAMay 7, 2026Aug 25, 2026 (110 d)
Lisl K SonomuraMorgan Stanley wirehouseCetera Investment Advisers LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMay 7, 2026Jul 2, 2026 (56 d)
William Martin MerriganMorgan Stanley wirehouseTruist Advisory Services, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankMay 7, 2026Aug 31, 2026 (116 d)
Jorge LongueiraMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 7, 2026Jul 7, 2026 (61 d)
Elisabeth Rachel TatolaMorgan Stanley wirehouseFirst Command Advisory Services BD affiliatedWirehouse to affiliated broker-dealer or bankMay 7, 2026May 20, 2026
Antonio AguilarMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseMay 7, 2026May 20, 2026
Joseph HeinesMorgan Stanley wirehouseEmpower Advisory Group, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMay 7, 2026Jul 8, 2026 (62 d)
Jose Manuel Manuel Veras GonzalezMorgan Stanley wirehousePnc Wealth Management BD affiliatedWirehouse to affiliated broker-dealer or bankMay 7, 2026Jun 2, 2026
Andrea E TaylorMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 7, 2026May 5, 2026
Donald James McneillMorgan Stanley wirehouseTransamerica Retirement Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMay 7, 2026Aug 11, 2026 (96 d)
Joaquin ZavalaMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseMay 7, 2026Jun 2, 2026
Tarik Isaiah GlennMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseMay 7, 2026Aug 17, 2026 (102 d)
Joad O TahaMorgan Stanley wirehouseMML Investors Services, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMay 7, 2026May 18, 2026
Alvin ZhengMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 7, 2026Jun 29, 2026 (53 d)
Ryan T KrugMorgan Stanley wirehouseEdelman Financial Engines independent RIAWirehouse to independent RIAMay 7, 2026May 11, 2026
W Craig McleanMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 6, 2026May 5, 2026
Michael S MctyreMorgan Stanley wirehouseMorgan Stanley Investment Management Inc. otherOtherMay 6, 2026Jun 15, 2015
Jairzinho SkairMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseMay 6, 2026Jul 6, 2026 (61 d)
Leigh Frances BeshawMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 6, 2026May 5, 2026
Patrick Preston BartoliMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 6, 2026May 5, 2026
Kurt James KrokenbergerMorgan Stanley wirehouseFactorpoint Planning, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)May 6, 2026Apr 16, 2026
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15,833 moves match.