DFX Intelligence
Advisor moves
Arrivals at 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Cesar Aran | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Sep 21, 2026 | Sep 14, 2026 |
| Jeremy Richard Hall | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Sep 18, 2026 | Sep 14, 2026 |
| John Gunther | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Sep 17, 2026 | Sep 16, 2026 |
| Patrick Emery | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Sep 17, 2026 | Sep 16, 2026 |
| Gavin Gunther | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Sep 17, 2026 | Sep 16, 2026 |
| Donald C Kornse | Pacer Advisors, Inc. asset manager | Morgan Stanley wirehouse | Other | Sep 14, 2026 | Aug 19, 2026 |
| Hugh Reilly | J.P. Morgan Securities LLC wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Sep 13, 2026 | Sep 11, 2026 |
| Matthew Arnella | J.P. Morgan Securities LLC wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Sep 13, 2026 | Sep 11, 2026 |
| Adam James Sawkins | Charles Schwab & Co., Inc. national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 12, 2026 | Sep 21, 2026 |
| Bryan Calderon | J.P. Morgan Securities LLC wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Sep 11, 2026 | Sep 4, 2026 |
| Quinn Ashburne Crothers | Principal Securities, Inc. BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 11, 2026 | Sep 21, 2026 |
| Michael Coldwell | Edward Jones national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 10, 2026 | Sep 9, 2026 |
| Christopher C Johnson | Ameriprise Financial Services, LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 10, 2026 | Aug 20, 2026 |
| Todd B O'Connell | Bankers Life Advisory Services, Inc. BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 10, 2026 | Sep 18, 2026 |
| William Cleaver | Raymond James & Associates, Inc. national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 9, 2026 | Sep 4, 2026 |
| Dempsey Grover | LPL Financial LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 9, 2026 | Aug 14, 2026 |
| Krista H Li | Goldman Sachs Wealth Services, L.P. BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 8, 2026 | Sep 7, 2026 |
| Cole Niederhauser | Strategic Advisers LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 8, 2026 | Sep 14, 2026 |
| Joshua Braun | Charles Schwab & Co., Inc. national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 5, 2026 | Sep 18, 2026 |
| Renee Penland Sorrell | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Sep 2, 2026 | Sep 1, 2026 |
| Joseph Charles Jansma | Equitable Advisors, LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 2, 2026 | Sep 11, 2026 |
| Austin T Parker | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Sep 1, 2026 | Aug 19, 2026 |
| Joseph Robert White | Strategic Advisers LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 1, 2026 | Aug 31, 2026 |
| Edlin Figueroa | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Sep 1, 2026 | Sep 1, 2026 |
| Thomas Decourcy | Strategic Advisers LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 31, 2026 | Sep 21, 2026 |
| Ariana Noel Frankenstein-Archer | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Aug 31, 2026 | Sep 1, 2026 |
| Richard Jagodzinski | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Aug 28, 2026 | Aug 27, 2026 |
| Douglas Jones | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Aug 28, 2026 | Aug 27, 2026 |
| Tina Solorzano | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Aug 28, 2026 | Aug 27, 2026 |
| Alexa Tuers | Shelton Capital Management mixed wealth | Morgan Stanley wirehouse | RIA to wirehouse | Aug 27, 2026 | Sep 8, 2026 |
| David J Newman | Charles Schwab & Co., Inc. national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 25, 2026 | Sep 17, 2026 |
| Kenneth Hauck | Osaic Wealth, Inc. BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 25, 2026 | Aug 26, 2026 |
| Bryan Nash | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Aug 24, 2026 | Aug 24, 2026 |
| Isabelle Kling | J.P. Morgan Securities LLC wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Aug 23, 2026 | Sep 3, 2026 |
| Brian Conde-Martinez | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Aug 21, 2026 | Sep 9, 2026 |
| Stephen Wilkinson | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Aug 19, 2026 | Aug 18, 2026 |
| Melissa Anne Jacobsen | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Aug 19, 2026 | Sep 10, 2026 |
| Malcolm Migoya | Park Avenue Securities LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 18, 2026 | Sep 3, 2026 |
| John Rial | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Aug 17, 2026 | Aug 13, 2026 |
| Craig Andrew Foreman | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Aug 14, 2026 | Aug 13, 2026 |
| Rachel R Teo | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Aug 14, 2026 | Aug 13, 2026 |
| Taylor Jordan Boyle | RBC Capital Markets, LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 14, 2026 | Aug 3, 2026 |
| Cole John Foreman | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Aug 14, 2026 | Aug 13, 2026 |
| Ha Thi Ngoc Tran | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Aug 14, 2026 | Aug 13, 2026 |
| Jack Phelan | UBS Financial Services Inc. wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Aug 14, 2026 | Sep 18, 2026 (35 d) |
| Julian Bernard Kasmai | Oppenheimer & Co. Inc. BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 14, 2026 | Sep 8, 2026 |
| Sergio Vicente Torres | J.P. Morgan Securities LLC wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Aug 13, 2026 | Aug 24, 2026 |
| Adam Pryor | MML Investors Services, LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 12, 2026 | Sep 10, 2026 |
| Marybeth Walker | UBS Financial Services Inc. wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Aug 11, 2026 | Aug 3, 2026 |
| Nicole Wesley | UBS Financial Services Inc. wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Aug 11, 2026 | Aug 3, 2026 |
| Tiffany Stewart | UBS Financial Services Inc. wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Aug 11, 2026 | Aug 4, 2026 |
| Kyle Zachmann | UBS Financial Services Inc. wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Aug 11, 2026 | Aug 3, 2026 |
| David Bailey Izard | J.P. Morgan Securities LLC wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Aug 7, 2026 | Aug 6, 2026 |
| Carlos Betancourt | J.P. Morgan Securities LLC wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Aug 7, 2026 | Aug 6, 2026 |
| Edwin Yoon | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Aug 7, 2026 | Aug 6, 2026 |
| John P Penney | Park Avenue Securities LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 6, 2026 | Aug 19, 2026 |
| Nicholas Korompilas | Calamos Wealth Management LLC independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Aug 5, 2026 | Aug 12, 2026 |
| Keaton Deiter | LPL Financial LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 5, 2026 | Aug 11, 2026 |
| Thomas E Dunham | Edward Jones national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 5, 2026 | Sep 7, 2026 (33 d) |
| Marek John Ghezzi | Charles Schwab & Co., Inc. national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 4, 2026 | Aug 13, 2026 |
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12,268 moves match.