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
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
Evan ParkerEdward Jones national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJun 26, 2026Jun 18, 2026
Peter OrourkeOppenheimer & Co. Inc. BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJun 26, 2026Jul 16, 2026
Kirk KnudsenUBS Financial Services Inc. wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJun 25, 2026Jun 16, 2026
Taylor A BelesiuFisher Investments independent RIAMorgan Stanley wirehouseRIA to wirehouseJun 25, 2026Jul 22, 2026
Kelsey LeightonStrategic Advisers LLC national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJun 25, 2026Jul 14, 2026
Tyler HirschMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJun 24, 2026Jul 20, 2026
Ahmed ElsayedSofi Wealth LLC BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJun 23, 2026Jul 6, 2026
Aidan J McdanielNewedge Advisors BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJun 22, 2026Jun 24, 2026
Sonja Angelova YoungbergCharles Schwab & Co., Inc. national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJun 21, 2026Jun 16, 2026
Stephen SchorRBC Capital Markets, LLC national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJun 19, 2026Jun 1, 2026
Stephen D AlsupValic Financial Advisors, Inc. BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJun 18, 2026Jul 22, 2026 (34 d)
Jerel Lee NegronBny Mellon Securities Corporation otherMorgan Stanley wirehouseOtherJun 18, 2026Jun 29, 2026
Mia Victoria GreenfieldLPL Enterprise, LLC BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJun 18, 2026Jun 17, 2026
Steven ReardonPnc Wealth Management BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJun 17, 2026Jun 17, 2026
Lisa SchorStifel, Nicolaus & Company, Incorporated national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJun 17, 2026Jun 1, 2026
Nirun G TurnerEquitable Advisors, LLC national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJun 17, 2026Aug 13, 2026 (57 d)
Warren Kevin NeavesEdward Jones national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJun 16, 2026Jun 15, 2026
Jesse L AmayaWells Fargo Advisors wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJun 16, 2026Jun 17, 2026
Lisa DimterNordwand Advisors independent RIAMorgan Stanley wirehouseRIA to wirehouseJun 15, 2026Jul 2, 2026
Laura G GlennonFocus Partners Wealth, LLC independent RIAMorgan Stanley wirehouseRIA to wirehouseJun 15, 2026Aug 11, 2026 (57 d)
Arthur GarofaloOsaic Institutions, Inc. BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJun 15, 2026Jun 12, 2026
Cameron TomassoneJ.P. Morgan Securities LLC wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJun 15, 2026Jul 7, 2026
Lawrence AndrewsRBC Capital Markets, LLC national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJun 12, 2026May 27, 2026
Michael AllawayMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJun 12, 2026Jun 12, 2026
Arch HoffmanRBC Capital Markets, LLC national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJun 12, 2026May 29, 2026
Layla KouririRBC Capital Markets, LLC national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJun 12, 2026May 27, 2026
Lawrence Frederick Andrews IIIRBC Capital Markets, LLC national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJun 12, 2026May 27, 2026
Emilia PenneyJ.P. Morgan Securities LLC wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJun 12, 2026Jun 11, 2026
Curran RobertsonRBC Capital Markets, LLC national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJun 12, 2026May 27, 2026
Cody RankinJ.P. Morgan Securities LLC wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJun 12, 2026Jun 11, 2026
Ice B LiuUBS Financial Services Inc. wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJun 12, 2026Jul 23, 2026 (41 d)
Olivia StudleyRBC Capital Markets, LLC national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJun 12, 2026May 27, 2026
Aaron ChungEdward Jones national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJun 11, 2026Jun 10, 2026
David A LopezMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJun 10, 2026Jul 29, 2026 (49 d)
Ryan J WrynnThe Ameriflex Group BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJun 10, 2026Jul 29, 2026 (49 d)
Mary Karimi MugambiWells Fargo Advisors wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJun 9, 2026Jun 16, 2026
Stephanie EdmundsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJun 9, 2026Jun 8, 2026
Ian RatnerJ.P. Morgan Securities LLC wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJun 9, 2026Jun 18, 2026
Pedro CantarelliWe Family Offices independent RIAMorgan Stanley wirehouseRIA to wirehouseJun 9, 2026May 11, 2026
Albert Richard LucciUBS Financial Services Inc. wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJun 8, 2026May 29, 2026
Nicholas ShuteHightower Advisors, LLC BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJun 8, 2026Jun 23, 2026
Ka Ho NgaiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJun 8, 2026Jul 13, 2026 (35 d)
Degar RoU.S. Bancorp Advisors, LLC BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJun 8, 2026Jun 16, 2026
John Andrew DarcyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJun 8, 2026Jun 24, 2026
Matthew D LankfordMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJun 5, 2026Jun 24, 2026
Jason MorganMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJun 5, 2026Jun 11, 2026
Tyler D MannerAmeriprise Financial Services, LLC national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJun 5, 2026Jul 9, 2026 (34 d)
Michael Anthony RogeroMML Investors Services, LLC BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJun 5, 2026Jun 23, 2026
Sadia HasanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJun 4, 2026Jun 1, 2026
Cameron Paul LailCetera Investment Advisers LLC BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJun 4, 2026Jun 19, 2026
Grady HoltPrincipal Securities, Inc. BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJun 3, 2026Jun 26, 2026
Michele GirgentiUBS Financial Services Inc. wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJun 3, 2026Jun 2, 2026
Andrew John LeimenstollEaton Vance Management asset managerMorgan Stanley wirehouseOtherJun 2, 2026Jun 2, 2026
Dillon RawsonIron Gate Global Advisors independent RIAMorgan Stanley wirehouseRIA to wirehouseJun 2, 2026Jun 19, 2026
Mauricio RojasMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJun 1, 2026Jun 16, 2026
Nicholas Joseph GallinoOppenheimer & Co. Inc. BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJun 1, 2026Jul 10, 2026 (39 d)
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12,268 moves match.