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
Kirsten Aleigha RodriguezMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 6, 2026May 5, 2026
Katrina NaplesMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseMay 6, 2026May 13, 2026
Tayte Elliott IrvineMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 6, 2026May 1, 2026
Gage Thayer HiebertMorgan Stanley wirehouseRaymond James Financial Services Advisors, Inc BD affiliatedWirehouse to affiliated broker-dealer or bankMay 6, 2026Jul 20, 2026 (75 d)
William T DuvalMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 6, 2026May 5, 2026
Julia A BoustanyMorgan Stanley wirehouseIeq Capital, LLC independent RIAWirehouse to independent RIAMay 6, 2026Jun 5, 2026
Harlan Shaw LevinsonMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseMay 5, 2026May 4, 2026
Louis Felix VargasMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseMay 5, 2026May 4, 2026
Roger Hulett McglynnMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 5, 2026May 1, 2026
Marcus Malik BriscoeMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 5, 2026May 1, 2026
Michaella Grace IrvineMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 5, 2026May 1, 2026
Shane Michael DrummMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 5, 2026May 1, 2026
Arianna J. SaxtonMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseMay 5, 2026Jul 7, 2026 (63 d)
Cameron E IrvineMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 5, 2026May 1, 2026
Kyle J DrummMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 5, 2026May 1, 2026
Hunter W EmburyMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 5, 2026May 1, 2026
Jamison G EmburyMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 5, 2026May 1, 2026
Alan SorokinMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 5, 2026May 1, 2026
Seth MclaughlinMorgan Stanley wirehouseTd Private Client Wealth LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMay 5, 2026May 29, 2026
Emily DejesusMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseMay 5, 2026Jun 1, 2026
Samantha B LynchMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 5, 2026May 1, 2026
William Wu KimMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseMay 5, 2026Jun 1, 2026
Paulina WongMorgan Stanley wirehouseCharles Schwab & Co., Inc. national BDWirehouse to affiliated broker-dealer or bankMay 4, 2026May 12, 2026
Xavier A RodriguezMorgan Stanley wirehouseCharles Schwab & Co., Inc. national BDWirehouse to affiliated broker-dealer or bankMay 4, 2026May 29, 2026
Julia L DinotaMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 4, 2026May 1, 2026
Henry SaleebyMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 4, 2026May 1, 2026
Anna-Claire T MartinsMorgan Stanley wirehouseSpiderrock Advisors, LLC independent RIAWirehouse to independent RIAMay 4, 2026Jun 23, 2026 (50 d)
Christina M LivaccariMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 4, 2026May 1, 2026
Aidan M KellyMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 4, 2026May 1, 2026
Paul SantaviccaMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 4, 2026May 1, 2026
Melissa Rempe HoltMorgan Stanley wirehouseKestra Advisory Services, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMay 1, 2026May 6, 2026
Michael ZalkindMorgan Stanley wirehouseRaymond James & Associates, Inc. national BDWirehouse to affiliated broker-dealer or bankMay 1, 2026May 1, 2026
Carolyn Sue RafteryMorgan Stanley wirehouseRaymond James Financial Services Advisors, Inc BD affiliatedWirehouse to affiliated broker-dealer or bankMay 1, 2026Apr 22, 2026
Luis Alejandro VelezMorgan Stanley wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMay 1, 2026May 20, 2026
Janae R ToweryMorgan Stanley wirehouseRaymond James & Associates, Inc. national BDWirehouse to affiliated broker-dealer or bankMay 1, 2026May 20, 2026
Chase HarperMorgan Stanley wirehouseAmeriprise Financial Services, LLC national BDWirehouse to affiliated broker-dealer or bankMay 1, 2026May 27, 2026
Luke Warner HarknessMorgan Stanley wirehouseStrategic Advisers LLC national BDWirehouse to affiliated broker-dealer or bankMay 1, 2026May 27, 2026
Edward A RuizMorgan Stanley wirehouseNew Edge Wealth BD affiliatedWirehouse to affiliated broker-dealer or bankApr 30, 2026May 1, 2026
Joseph Medawar RodarteMorgan Stanley wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankApr 30, 2026Jun 11, 2026 (42 d)
Michelle L VartanianMorgan Stanley wirehouseKingswood Wealth Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankApr 29, 2026Jun 24, 2026 (56 d)
Raffi Robert VartanianMorgan Stanley wirehouseKingswood Wealth Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankApr 29, 2026Jul 24, 2026 (86 d)
Donald Richard WiseMorgan Stanley wirehouseAristotle Capital Management, LLC otherOtherApr 27, 2026Jun 25, 2026 (59 d)
John Joseph MetelskiMorgan Stanley wirehouseCapital Client Group, Inc. no RAUMOtherApr 27, 2026May 14, 2026
Yan ZhangMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseApr 27, 2026May 21, 2026
Matthew Thomas SwansonMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseApr 27, 2026May 12, 2026
Luke E BoyleMorgan Stanley wirehouseEdelman Financial Engines independent RIAWirehouse to independent RIAApr 27, 2026Apr 29, 2026
Christopher Brian RowanMorgan Stanley wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankApr 27, 2026May 19, 2026
Noah Matthew OakesMorgan Stanley wirehouseRaymond James Financial Services Advisors, Inc BD affiliatedWirehouse to affiliated broker-dealer or bankApr 24, 2026May 13, 2026
Daniel James SobrepenaMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 23, 2026Jul 17, 2026 (85 d)
Judith Marie DornacherMorgan Stanley wirehouseRBC Capital Markets, LLC national BDWirehouse to affiliated broker-dealer or bankApr 22, 2026Apr 21, 2026
Kevin R. KurtzMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankApr 22, 2026Apr 17, 2026
Vanessa Trinh LyMorgan Stanley wirehouseCetera Investment Advisers LLC BD affiliatedWirehouse to affiliated broker-dealer or bankApr 22, 2026Apr 2, 2026
Rocco DonofrioMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseApr 22, 2026Apr 20, 2026
Chloe Lauha OttMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseApr 22, 2026Apr 16, 2026
Alejandra LermaMorgan Stanley wirehouseEdward Jones national BDWirehouse to affiliated broker-dealer or bankApr 22, 2026Jul 28, 2026 (97 d)
Neil CorseMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseApr 21, 2026May 26, 2026 (35 d)
Kyle KnudsenMorgan Stanley wirehouseAmeriprise Financial Services, LLC national BDWirehouse to affiliated broker-dealer or bankApr 21, 2026Mar 27, 2026
David William CusterMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseApr 21, 2026Aug 14, 2026 (115 d)
Patricia E TylerMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankApr 20, 2026Apr 20, 2026
Judy M ChenMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseApr 20, 2026Apr 17, 2026
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15,833 moves match.