DFX Intelligence

RIA 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.

AdvisorFromToTypeLeftRegistered
Vivian MelilloMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJul 30, 2026Aug 3, 2026
Mahi HaiderLPL Enterprise, LLC BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJul 30, 2026Aug 31, 2026 (32 d)
Brock CaufieldRock Harbor Capital LLC state registeredMorgan Stanley wirehouseOtherJul 27, 2026Aug 18, 2026
Melissa WhitneyJ.P. Morgan Securities LLC wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJul 24, 2026Jul 23, 2026
Eric Mario CastilloJ.P. Morgan Securities LLC wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJul 24, 2026Jul 23, 2026
Joenah NorasingJ.P. Morgan Securities LLC wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJul 24, 2026Jul 23, 2026
Louis Orlando MoyaJ.P. Morgan Securities LLC wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJul 24, 2026Aug 21, 2026
Dino Marco MarracciniJ.P. Morgan Securities LLC wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJul 24, 2026Jul 23, 2026
Kevin LazarusRBC Capital Markets, LLC national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJul 24, 2026Jul 31, 2026
Liam O'DonnellAmeriprise Financial Services, LLC national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJul 23, 2026Jul 23, 2026
Ethan Tod GrossmanStifel, Nicolaus & Company, Incorporated national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJul 22, 2026Aug 5, 2026
Cassie Marie StancilZoe Financial, Inc. independent RIAMorgan Stanley wirehouseRIA to wirehouseJul 22, 2026Aug 24, 2026 (33 d)
Jonathan PapacStrategic Advisers LLC national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJul 21, 2026Aug 6, 2026
Michael Fredrick BogdenLPL Financial LLC BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJul 21, 2026Jul 13, 2026
Spencer Kingsley OseiJ.P. Morgan Securities LLC wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJul 21, 2026Sep 16, 2026 (57 d)
Edward George PowellMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJul 20, 2026Jul 17, 2026
Kevin Shaun Shaun CosbyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJul 20, 2026Jul 17, 2026
Whitney HensonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJul 20, 2026Jul 17, 2026
Jennifer EaganMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJul 20, 2026Jul 20, 2026
Andrea B ViceMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJul 16, 2026Jul 29, 2026
Dakota BradshawWells Fargo Advisors wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJul 15, 2026Jul 15, 2026
Katherine VoitleU.S. Capital Wealth Advisors, LLC BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJul 15, 2026Aug 9, 2026
Eliud ParadaCitizens Securities, Inc. BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJul 14, 2026Jul 14, 2026
Michael TrotterCitizens Securities, Inc. BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJul 14, 2026Jul 14, 2026
Nathan JoyUBS Financial Services Inc. wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJul 14, 2026Jul 29, 2026
Santiago Manrique ParraMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJul 14, 2026Aug 2, 2026
Hunter D. StallingsStrategic Advisers LLC national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJul 14, 2026Jul 29, 2026
Vivian Jun LuUBS Financial Services Inc. wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJul 13, 2026Aug 5, 2026
Fredric William PappasNatixis Advisors, LLC BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJul 13, 2026Aug 31, 2026 (49 d)
Quin CableMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJul 13, 2026Jul 30, 2026
Jonathan VillalonaNorthwestern Mutual Investment Services,LLC no RAUMMorgan Stanley wirehouseOtherJul 13, 2026Jul 21, 2026
Blake CurtinMariner Advisor Network BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJul 13, 2026Apr 14, 2026
David BernacchiaSteward Partners Investment Advisory, LLC BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJul 10, 2026Jul 8, 2026
Darren DequatroSteward Partners Investment Advisory, LLC BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJul 10, 2026Jul 8, 2026
Angelo GentileSteward Partners Investment Advisory, LLC BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJul 10, 2026Jul 8, 2026
Pierluigi NeriNorthwestern Mutual Investment Services,LLC no RAUMMorgan Stanley wirehouseOtherJul 10, 2026Jul 21, 2026
Vicki AndrewsLPL Financial LLC BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJul 9, 2026Jun 16, 2026
Nicholas WintermeyerMML Investors Services, LLC BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJul 9, 2026Aug 3, 2026
Michael Scott EpsteinRaymond James & Associates, Inc. national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJul 8, 2026Jul 1, 2026
Juan ArboledaRaymond James & Associates, Inc. national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJul 8, 2026Jul 1, 2026
Fabio Gabbay ConcesiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJul 7, 2026Jul 23, 2026
James Joseph Cossette Jr.Strategic Advisers LLC national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJul 7, 2026Jul 21, 2026
Jacob HawkinsWells Fargo Advisors wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJul 6, 2026Jul 9, 2026
Craig Thomas ByersMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJul 6, 2026Aug 3, 2026
Eduardo GeramiJ.P. Morgan Securities LLC wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJul 3, 2026Jul 7, 2026
Michael Thomas CarylCitigroup Global Markets Inc. BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJul 2, 2026Jul 21, 2026
Jane D PhamMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJul 2, 2026Jul 30, 2026
Mitchell LamchickRaymond James & Associates, Inc. national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJul 2, 2026Jul 2, 2026
Angela Marie SebastianoHsbc Securities (USA) Inc. BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJul 1, 2026Jun 30, 2026
Kyler Michael BrownMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJul 1, 2026Jul 27, 2026
Scott Howard GellerWells Fargo Advisors wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJun 30, 2026Jun 18, 2026
Steven GoldUBS Financial Services Inc. wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJun 30, 2026Jun 19, 2026
Thomas DugganUBS Financial Services Inc. wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJun 30, 2026Jun 19, 2026
Danisbel ConesaUBS Financial Services Inc. wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJun 30, 2026Jun 19, 2026
Kierstyn AbreuUBS Financial Services Inc. wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJun 30, 2026Jun 18, 2026
Julia SuppleMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJun 29, 2026Jul 23, 2026
Colin ShustCitigroup Global Markets Inc. BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJun 29, 2026Jul 15, 2026
Dener Jose De SouzaRaymond James & Associates, Inc. national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJun 29, 2026Jul 8, 2026
Josh Michael WebberMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJun 29, 2026Jul 20, 2026
Nicole MegowanJ.P. Morgan Securities LLC wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJun 28, 2026Jul 7, 2026
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12,262 moves match.