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
Henrique Ponse CardosoMorgan Stanley wirehouseBradesco Global Advisors asset managerOtherMar 3, 2026Mar 24, 2026
Daniel Anthony LyonsMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 2, 2026Feb 26, 2026
Eliza Fryer KwentusMorgan Stanley wirehouseDestiny Wealth Partners, LLC independent RIAWirehouse to independent RIAMar 2, 2026Mar 20, 2026
Vincent ParrettMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 2, 2026Apr 10, 2026 (39 d)
William SalottoMorgan Stanley wirehouseJefferies Investment Advisers LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMar 2, 2026Mar 23, 2026
Kyle D ImbresciaMorgan Stanley wirehouseTd Private Client Wealth LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMar 2, 2026Apr 16, 2026 (45 d)
Dominic S DowdMorgan Stanley wirehouseMML Investors Services, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMar 2, 2026Feb 27, 2026
Darius Troy GoudeauMorgan Stanley wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMar 2, 2026Mar 18, 2026
Charles Foster TiemannMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseFeb 27, 2026Feb 26, 2026
Marni Kristine AngusMorgan Stanley wirehouseStratos Wealth Advisors LLC independent RIAWirehouse to independent RIAFeb 27, 2026Mar 13, 2026
Thomas Boyd AmesMorgan Stanley wirehouseNew Edge Wealth BD affiliatedWirehouse to affiliated broker-dealer or bankFeb 27, 2026Feb 23, 2026
Caden Kenneth HollowayMorgan Stanley wirehouseThornburg Investment Management Inc asset managerOtherFeb 27, 2026Apr 15, 2026 (47 d)
Burton Everett HiltonMorgan Stanley wirehouseNew Edge Wealth BD affiliatedWirehouse to affiliated broker-dealer or bankFeb 25, 2026Feb 23, 2026
Dana M SypniewskiMorgan Stanley wirehouseNew Edge Wealth BD affiliatedWirehouse to affiliated broker-dealer or bankFeb 25, 2026Feb 23, 2026
Kevin J HowardMorgan Stanley wirehouseFaith Investor Services mixed wealthWirehouse to independent RIAFeb 25, 2026Mar 16, 2026
William H CroninMorgan Stanley wirehouseRaymond James & Associates, Inc. national BDWirehouse to affiliated broker-dealer or bankFeb 25, 2026Mar 24, 2026
Erik MontalvoMorgan Stanley wirehouseCharles Schwab & Co., Inc. national BDWirehouse to affiliated broker-dealer or bankFeb 24, 2026Apr 28, 2026 (63 d)
Olesya ReyengerMorgan Stanley wirehouseKestra Advisory Services, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankFeb 23, 2026Mar 20, 2026
Leeann KalinskiMorgan Stanley wirehouseRaymond James Financial Services Advisors, Inc BD affiliatedWirehouse to affiliated broker-dealer or bankFeb 23, 2026Mar 10, 2026
Mackenzie Elizabeth WhiteMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseFeb 23, 2026Mar 12, 2026
Chloe L ChaseMorgan Stanley wirehouseFreestone Capital Management, LLC independent RIAWirehouse to independent RIAFeb 23, 2026Feb 24, 2026
Samantha Irene GianellaMorgan Stanley wirehouseWaverly Advisors, LLC independent RIAWirehouse to independent RIAFeb 23, 2026Mar 3, 2026
Erika HernandezMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseFeb 20, 2026Feb 27, 2026
Allen ChenMorgan Stanley wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankFeb 20, 2026Mar 11, 2026
Bennett Charles FiresteinMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseFeb 19, 2026Feb 19, 2026
Peter Palmer BishopMorgan Stanley wirehousePathstone independent RIAWirehouse to independent RIAFeb 19, 2026Aug 21, 2026 (183 d)
Jonathan Mcgregor BordeauMorgan Stanley wirehousePathstone independent RIAWirehouse to independent RIAFeb 19, 2026Mar 16, 2026
Courtenay J SatterwhiteMorgan Stanley wirehouseSpirepoint Private Client, LLC independent RIAWirehouse to independent RIAFeb 19, 2026Feb 25, 2026
Brett A CohenMorgan Stanley wirehouseEvolve Private Wealth, LLC independent RIAWirehouse to independent RIAFeb 19, 2026Feb 13, 2026
Colby Joseph WrightMorgan Stanley wirehouseRaymond James & Associates, Inc. national BDWirehouse to affiliated broker-dealer or bankFeb 19, 2026Feb 18, 2026
Maria DontsisMorgan Stanley wirehouseA.G.P / Alliance Global Partners independent RIAWirehouse to independent RIAFeb 19, 2026Feb 17, 2026
Alejandro SaavedraMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseFeb 19, 2026Feb 20, 2026
Alexandra E WallsMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseFeb 19, 2026Feb 18, 2026
Robyn C VarneyMorgan Stanley wirehousePathstone independent RIAWirehouse to independent RIAFeb 18, 2026Mar 16, 2026
William Kevin HofferMorgan Stanley wirehousePrincipal Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankFeb 18, 2026Feb 13, 2026
Andre Townsend LafleurMorgan Stanley wirehouseEmpower Advisory Group, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankFeb 18, 2026Mar 17, 2026
Philip ThamesMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseFeb 18, 2026Feb 23, 2026
Danny ThomasMorgan Stanley wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankFeb 16, 2026Feb 26, 2026
Christine MccaslandMorgan Stanley wirehouseJacobi Capital Management, LLC independent RIAWirehouse to independent RIAFeb 16, 2026Jun 23, 2026 (127 d)
Robert Eldred HillMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseFeb 16, 2026Feb 13, 2026
Sydney A HillMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseFeb 16, 2026Feb 13, 2026
Alexander Robert SpearMorgan Stanley wirehousePathstone independent RIAWirehouse to independent RIAFeb 16, 2026Mar 16, 2026
Charlotte Rose RiceMorgan Stanley wirehouseMML Investors Services, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankFeb 16, 2026Mar 13, 2026
Julianna MaldonadoMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseFeb 16, 2026Feb 26, 2026
Anthony PotestadMorgan Stanley wirehouseRaymond James & Associates, Inc. national BDWirehouse to affiliated broker-dealer or bankFeb 16, 2026Feb 23, 2026
Luke C McgrathMorgan Stanley wirehouseEvolve Private Wealth, LLC independent RIAWirehouse to independent RIAFeb 16, 2026Feb 13, 2026
Thomas P. SchillingMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseFeb 16, 2026Feb 24, 2026
John Franklin ThomasMorgan Stanley wirehouseJaffe Tilchin Investment Partners, LLC independent RIAWirehouse to independent RIAFeb 13, 2026Mar 26, 2026 (41 d)
Thomas Kenneth SutterMorgan Stanley wirehouseRaymond James & Associates, Inc. national BDWirehouse to affiliated broker-dealer or bankFeb 13, 2026Feb 12, 2026
Shaun Michael FlegalMorgan Stanley wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherFeb 12, 2026Feb 26, 2026
Benjamin Armando LopezMorgan Stanley wirehousePecusavvy Financial independent RIAWirehouse to independent RIAFeb 12, 2026Jul 9, 2026 (147 d)
John J BoothbyMorgan Stanley wirehousePfg Advisors independent RIAWirehouse to independent RIAFeb 11, 2026May 7, 2026 (85 d)
Steven R TaylorMorgan Stanley wirehouseCharles Schwab & Co., Inc. national BDWirehouse to affiliated broker-dealer or bankFeb 10, 2026Feb 11, 2026
Joseph Clement CagnazzoMorgan Stanley wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseFeb 9, 2026Apr 2, 2026 (52 d)
Giovanna GodinaMorgan Stanley wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseFeb 9, 2026Feb 27, 2026
John Winfred ClarkMorgan Stanley wirehouseRBC Capital Markets, LLC national BDWirehouse to affiliated broker-dealer or bankFeb 6, 2026Feb 19, 2026
Davis BuckhannonMorgan Stanley wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseFeb 5, 2026Mar 18, 2026 (41 d)
Donald Patrick CampbellMorgan Stanley wirehouseTwenty-Five Capital Partners no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Feb 3, 2026Mar 17, 2026 (42 d)
Calvin ShiuMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseFeb 3, 2026Feb 2, 2026
Michele WolfeMorgan Stanley wirehouseTd Private Client Wealth LLC BD affiliatedWirehouse to affiliated broker-dealer or bankFeb 2, 2026Mar 31, 2026 (57 d)
Page 9 of 264PreviousNext
15,837 moves match.