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
Ian Marshall OgilvieMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankApr 20, 2026Apr 17, 2026
Ehrynn Summer ShephardMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankApr 20, 2026Apr 17, 2026
Karyll S HyacintheMorgan Stanley wirehouseAlliancebernstein L.P. otherOtherApr 20, 2026Apr 23, 2026
Dong AnMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseApr 20, 2026Jun 16, 2026 (57 d)
Issac CoteMorgan Stanley wirehouseCharles Schwab & Co., Inc. national BDWirehouse to affiliated broker-dealer or bankApr 20, 2026Apr 28, 2026
Gabriel M MairesMorgan Stanley wirehouseEdelman Financial Engines independent RIAWirehouse to independent RIAApr 20, 2026Apr 29, 2026
Frederick KrokenbergerMorgan Stanley wirehouseFactorpoint Planning, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Apr 17, 2026Apr 16, 2026
Noah Philip AlweissMorgan Stanley wirehouseSummit Financial, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankApr 17, 2026Jul 9, 2026 (83 d)
Matthew A StalloneMorgan Stanley wirehouseRelation Wealth Management, Inc. mixed wealthWirehouse to independent RIAApr 17, 2026May 6, 2026
Richard Russell GeigerMorgan Stanley wirehouseStratos Wealth Advisors LLC independent RIAWirehouse to independent RIAApr 16, 2026Apr 15, 2026
Nicole Marie EirichMorgan Stanley wirehouseUhler Vertich White Advisors independent RIAWirehouse to independent RIAApr 15, 2026May 29, 2026 (44 d)
Charles Allen RatliffMorgan Stanley wirehouseArkadios Wealth Advisors BD affiliatedWirehouse to affiliated broker-dealer or bankApr 15, 2026Apr 20, 2026
Ryan BuserMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseApr 15, 2026Jun 3, 2026 (49 d)
Emily J MangusMorgan Stanley wirehouseOsaic Wealth, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankApr 15, 2026Apr 6, 2026
Alexander NajeraMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseApr 15, 2026May 5, 2026
Dana HinderliterMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseApr 14, 2026Apr 17, 2026
Patrick J BurkeMorgan Stanley wirehouseGoldman Sachs Wealth Services, L.P. BD affiliatedWirehouse to affiliated broker-dealer or bankApr 14, 2026Apr 17, 2026
Matthew Rudolph AgnolettoMorgan Stanley wirehouseRBC Capital Markets, LLC national BDWirehouse to affiliated broker-dealer or bankApr 14, 2026Apr 8, 2026
Namita KathuriaMorgan Stanley wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankApr 14, 2026Apr 10, 2026
Carlos J CentenoMorgan Stanley wirehouseTruist Advisory Services, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankApr 14, 2026Apr 23, 2026
Chanyoung LeeMorgan Stanley wirehouseCharles Schwab & Co., Inc. national BDWirehouse to affiliated broker-dealer or bankApr 14, 2026Jun 1, 2026 (48 d)
David Michael WrightMorgan Stanley wirehouseRBC Capital Markets, LLC national BDWirehouse to affiliated broker-dealer or bankApr 9, 2026Apr 13, 2026
Philippe Monroe CraneMorgan Stanley wirehouseRBC Capital Markets, LLC national BDWirehouse to affiliated broker-dealer or bankApr 8, 2026Apr 1, 2026
Michael Andrew WillsMorgan Stanley wirehouseAmeriprise Financial Services, LLC national BDWirehouse to affiliated broker-dealer or bankApr 8, 2026Apr 2, 2026
Ashley L RaymondMorgan Stanley wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankApr 8, 2026Apr 5, 2026
William Jack RapineMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseApr 8, 2026Apr 21, 2026
Serena MaoMorgan Stanley wirehouseSanctuary Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankApr 8, 2026Jul 30, 2026 (113 d)
Motaz AshriMorgan Stanley wirehouseOppenheimer & Co. Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankApr 8, 2026Jun 22, 2026 (75 d)
Lynn KingMorgan Stanley wirehouseSapient Capital LLC independent RIAWirehouse to independent RIAApr 7, 2026Apr 17, 2026
Zachary J FalboMorgan Stanley wirehouseMount Vernon Financial state registeredWirehouse to a state-registered adviserApr 7, 2026Apr 8, 2026
Ayham BahnassiMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseApr 7, 2026Apr 20, 2026
Nicholas J LamaMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIAApr 7, 2026Apr 8, 2026
Michael C AkinsMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseApr 7, 2026May 6, 2026
Blake WickertMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseApr 7, 2026Apr 24, 2026
Jason Matthew SelzerMorgan Stanley wirehouseCambridge Investment Research Advisors, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankApr 6, 2026Apr 9, 2026
Jonathan MaganaMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseApr 6, 2026Apr 20, 2026
Andrew MossMorgan Stanley wirehouseSteelpeak Wealth, LLC independent RIAWirehouse to independent RIAApr 3, 2026Aug 11, 2026 (130 d)
Daniel A RodriguezMorgan Stanley wirehouseRaymond James & Associates, Inc. national BDWirehouse to affiliated broker-dealer or bankApr 3, 2026Apr 8, 2026
Mason Mueller WagnerMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseApr 3, 2026Apr 22, 2026
Joshua ThatcherMorgan Stanley wirehouseAmeriprise Financial Services, LLC national BDWirehouse to affiliated broker-dealer or bankApr 2, 2026Apr 23, 2026
Michael Harold MrotzekMorgan Stanley wirehouseJanney Montgomery Scott LLC BD affiliatedWirehouse to affiliated broker-dealer or bankApr 1, 2026Mar 27, 2026
Christopher CastilloMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 1, 2026Aug 25, 2026 (146 d)
Brendan M KnappMorgan Stanley wirehouseLincoln Investment independent RIAWirehouse to independent RIAApr 1, 2026May 5, 2026 (34 d)
Leslie Anthony NetterMorgan Stanley wirehouseAegis Capital Corp. BD affiliatedWirehouse to affiliated broker-dealer or bankMar 31, 2026Apr 17, 2026
Jessica Lynn RauschMorgan Stanley wirehouseRaymond James Financial Services Advisors, Inc BD affiliatedWirehouse to affiliated broker-dealer or bankMar 31, 2026Apr 14, 2026
Jeffrey David FecciaMorgan Stanley wirehouseCreative Planning independent RIAWirehouse to independent RIAMar 31, 2026Apr 10, 2026
Jeffrey Paul ChaprackiMorgan Stanley wirehouseBrentview Investment Management, LLC mixed wealthWirehouse to independent RIAMar 30, 2026Apr 24, 2026
Alonso AmayaMorgan Stanley wirehouseCaptrust institutionalOtherMar 30, 2026Jun 16, 2026 (78 d)
Cody WheelerMorgan Stanley wirehouseStrategic Advisers LLC national BDWirehouse to affiliated broker-dealer or bankMar 30, 2026May 15, 2026 (46 d)
Ebonie Maria HackettMorgan Stanley wirehouseSmith Shellnut Wilson otherOtherMar 27, 2026Jun 18, 2026 (83 d)
Daniel OppizziMorgan Stanley wirehouseStrategic Advisers LLC national BDWirehouse to affiliated broker-dealer or bankMar 26, 2026Apr 24, 2026
William D PooleMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIAMar 25, 2026Apr 17, 2026
Mitchel J SmithMorgan Stanley wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMar 24, 2026Jun 10, 2026 (78 d)
Samara Hanson VellooMorgan Stanley wirehouseElevation Wealth Partners, LLC independent RIAWirehouse to independent RIAMar 24, 2026Apr 10, 2026
Phillip ShubinskyMorgan Stanley wirehouseRaymond James & Associates, Inc. national BDWirehouse to affiliated broker-dealer or bankMar 24, 2026Apr 20, 2026
Nicholas R HernandezMorgan Stanley wirehouseMio Partners, Inc. asset managerOtherMar 24, 2026May 18, 2026 (55 d)
William A McclureMorgan Stanley wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAMar 23, 2026May 12, 2026 (50 d)
Kevin Michael TurnockMorgan Stanley wirehouseRBC Capital Markets, LLC national BDWirehouse to affiliated broker-dealer or bankMar 20, 2026Mar 18, 2026
Anthony Joseph BonacciMorgan Stanley wirehouseRBC Capital Markets, LLC national BDWirehouse to affiliated broker-dealer or bankMar 20, 2026Mar 18, 2026
Michael A NorrisMorgan Stanley wirehouseRBC Capital Markets, LLC national BDWirehouse to affiliated broker-dealer or bankMar 20, 2026Apr 10, 2026
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15,833 moves match.