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
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
Benjamin Russell HaugeMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseMar 20, 2026Apr 9, 2026
Julia JorssMorgan Stanley wirehouseRBC Capital Markets, LLC national BDWirehouse to affiliated broker-dealer or bankMar 20, 2026Mar 26, 2026
Luke John HouckMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 19, 2026Mar 23, 2026
Melissa RamsaranMorgan Stanley wirehouseEmpower Advisory Group, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMar 19, 2026Apr 7, 2026
Jack N CagigalMorgan Stanley wirehouseSanta Barbara Management independent RIAWirehouse to independent RIAMar 19, 2026Mar 27, 2026
Lesley Ray LogginsMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseMar 18, 2026Mar 17, 2026
Lee Alan CummingMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseMar 18, 2026Mar 17, 2026
Mark Julien ThompsonMorgan Stanley wirehouseCresset Asset Management, LLC independent RIAWirehouse to independent RIAMar 18, 2026Mar 27, 2026
Thaddeus M BienkoMorgan Stanley wirehouseCetera Investment Advisers LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMar 18, 2026Jun 15, 2026 (89 d)
Michael Grant WheatMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseMar 18, 2026Mar 17, 2026
Daniel FarrellMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseMar 17, 2026Mar 24, 2026
Jonathan Horacio CabreraMorgan Stanley wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMar 17, 2026Jun 3, 2026 (78 d)
Po-Ting LinMorgan Stanley wirehouseCibc Private Wealth Advisors, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankMar 17, 2026Apr 6, 2026
Renee Antoinette MantuaMorgan Stanley wirehouseRBC Capital Markets, LLC national BDWirehouse to affiliated broker-dealer or bankMar 16, 2026Mar 18, 2026
Brian Thomas MurphyMorgan Stanley wirehouseVista Capital Partners, Inc. independent RIAWirehouse to independent RIAMar 16, 2026Apr 14, 2026
David Wayne MooreMorgan Stanley wirehouseEquitable Advisors, LLC national BDWirehouse to affiliated broker-dealer or bankMar 16, 2026Mar 12, 2026
Anthony CatapanoMorgan Stanley wirehouseRegal Investment Advisors LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMar 16, 2026Mar 18, 2026
Justine Marie HarveyMorgan Stanley wirehouseStratos Wealth Partners, Ltd BD affiliatedWirehouse to affiliated broker-dealer or bankMar 13, 2026Mar 16, 2026
Terry Leon JacksonMorgan Stanley wirehouseAdvisory Services Network independent RIAWirehouse to independent RIAMar 13, 2026Apr 14, 2026 (32 d)
Wendy F JohnsonMorgan Stanley wirehouseRaymond James & Associates, Inc. national BDWirehouse to affiliated broker-dealer or bankMar 13, 2026Mar 12, 2026
Despina Vallianos MannMorgan Stanley wirehouseRockefeller Capital Management BD affiliatedWirehouse to affiliated broker-dealer or bankMar 12, 2026Mar 17, 2026
Ronald Conor AlcottMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseMar 12, 2026Apr 22, 2026 (41 d)
Cailey PattersonMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseMar 12, 2026Mar 5, 2026
Alexander Louis CaiolaMorgan Stanley wirehouseAssetmark, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankMar 12, 2026Apr 16, 2026 (35 d)
Shawn Alan PurdyMorgan Stanley wirehouseIntegrity Alliance, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMar 11, 2026Mar 6, 2026
Molly Steers DunlapMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseMar 11, 2026Mar 30, 2026
Elizabeth BargerMorgan Stanley wirehouseAmeriprise Financial Services, LLC national BDWirehouse to affiliated broker-dealer or bankMar 11, 2026Mar 24, 2026
Arlette PolMorgan Stanley wirehouseOppenheimer & Co. Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankMar 11, 2026Mar 11, 2026
Halley Y HuMorgan Stanley wirehouseD.A. Davidson & Co. independent RIAWirehouse to independent RIAMar 11, 2026Apr 21, 2026 (41 d)
Timothy A EganMorgan Stanley wirehouseFirst Manhattan Co. LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMar 10, 2026Mar 24, 2026
Jinfu YangMorgan Stanley wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankMar 10, 2026Apr 21, 2026 (42 d)
Paul J. GayMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseMar 9, 2026Apr 20, 2026 (42 d)
Joseph Julian ToranoMorgan Stanley wirehouseRaymond James Financial Services Advisors, Inc BD affiliatedWirehouse to affiliated broker-dealer or bankMar 9, 2026Mar 13, 2026
John Wakefield FeeneyMorgan Stanley wirehouseRBC Capital Markets, LLC national BDWirehouse to affiliated broker-dealer or bankMar 9, 2026Mar 10, 2026
Jean MuhuzaMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseMar 9, 2026Jun 18, 2026 (101 d)
Randy MorganMorgan Stanley wirehouseStrategic Advisers LLC national BDWirehouse to affiliated broker-dealer or bankMar 9, 2026Jul 28, 2026 (141 d)
Brandon PearsonMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseMar 9, 2026Mar 30, 2026
Noah James BeckMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseMar 9, 2026Apr 2, 2026
Logan George RuecklMorgan Stanley wirehouseStrive Financial Group, LLC independent RIAWirehouse to independent RIAMar 9, 2026Apr 8, 2026
Michelle Booker BennettMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 6, 2026Feb 19, 2026
Jonathan Louis WhippleMorgan Stanley wirehouseRaymond James Financial Services Advisors, Inc BD affiliatedWirehouse to affiliated broker-dealer or bankMar 6, 2026Apr 17, 2026 (42 d)
Austin Matthew MallMorgan Stanley wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMar 6, 2026Mar 4, 2026
Richard Warren LyonsMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 5, 2026Feb 26, 2026
Victoria Reeves ShubertMorgan Stanley wirehouseBull Harbor Capital LLC. independent RIAWirehouse to independent RIAMar 5, 2026Feb 27, 2026
Robert Edward MillerMorgan Stanley wirehouseTcw Investment Management Company LLC asset managerOtherMar 5, 2026Mar 10, 2026
Joseph Mark StoutMorgan Stanley wirehouseSynovus Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankMar 5, 2026Mar 5, 2026
Parth BhaktaMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseMar 5, 2026Mar 19, 2026
Demetrios G LimperopoulosMorgan Stanley wirehouseNavis Wealth Advisors LLC independent RIAWirehouse to independent RIAMar 5, 2026Aug 14, 2026 (162 d)
Emma Isabelle SchneiderMorgan Stanley wirehouseTradewinds, LLC independent RIAWirehouse to independent RIAMar 5, 2026Mar 8, 2026
Lee Ann WestMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseMar 4, 2026Feb 26, 2026
Jonathan Edward NowakMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 4, 2026Aug 27, 2026 (176 d)
Raven Montana BrockriedeMorgan Stanley wirehouseTrillium Asset Management independent RIAWirehouse to independent RIAMar 4, 2026Jul 21, 2026 (139 d)
Zachary A FallasMorgan Stanley wirehouseOsaic Wealth, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankMar 4, 2026Mar 4, 2026
Mitchell Ter SmitteMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseMar 4, 2026Apr 8, 2026 (35 d)
Karol UlloaMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseMar 4, 2026Mar 6, 2026
Thomas Bagatini AlvesMorgan Stanley wirehousePnc Wealth Management BD affiliatedWirehouse to affiliated broker-dealer or bankMar 4, 2026Mar 23, 2026
Page 8 of 264PreviousNext
15,837 moves match.