DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Morgan Stanley

12,442 moves
AdvisorFromToTypeLeftRegistered
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)
Christopher LeeJ.P. Morgan Securities LLC wirehouseMorgan Stanley wirehouseWirehouse to wirehouseMay 31, 2026May 29, 2026
Joseph MinaudoJ.P. Morgan Securities LLC wirehouseMorgan Stanley wirehouseWirehouse to wirehouseMay 31, 2026May 29, 2026
Jonas Byron TrippPark Avenue Securities LLC BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseMay 31, 2026Jun 8, 2026
Roosevelt ClairjourJ.P. Morgan Securities LLC wirehouseMorgan Stanley wirehouseWirehouse to wirehouseMay 31, 2026Jun 1, 2026
Robert VenzorJ.P. Morgan Securities LLC wirehouseMorgan Stanley wirehouseWirehouse to wirehouseMay 31, 2026May 29, 2026
Robert LawrenceJ.P. Morgan Securities LLC wirehouseMorgan Stanley wirehouseWirehouse to wirehouseMay 31, 2026May 29, 2026
Jaclyn FlanneryJ.P. Morgan Securities LLC wirehouseMorgan Stanley wirehouseWirehouse to wirehouseMay 31, 2026May 29, 2026
Madeleine O'ConnorJ.P. Morgan Securities LLC wirehouseMorgan Stanley wirehouseWirehouse to wirehouseMay 31, 2026May 29, 2026
Mark Anthony CookMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley wirehouseWirehouse to wirehouseMay 29, 2026Jun 15, 2026
Jesse WarshawUBS Financial Services Inc. wirehouseMorgan Stanley wirehouseWirehouse to wirehouseMay 29, 2026Jun 25, 2026
Michael D KeatingJ.P. Morgan Securities LLC wirehouseMorgan Stanley wirehouseWirehouse to wirehouseMay 29, 2026Aug 5, 2026 (68 d)
Kelly ShotaEdward Jones national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseMay 28, 2026May 27, 2026
Alice KangEdward Jones national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseMay 28, 2026May 27, 2026
Katrina MasadaEdward Jones national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseMay 28, 2026May 27, 2026
Nicholas James AndersonRaymond James Financial Services Advisors, Inc BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseMay 27, 2026Jun 24, 2026
Dean RanlofMML Investors Services, LLC BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseMay 27, 2026Jun 9, 2026
Shyan M ArdalanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley wirehouseWirehouse to wirehouseMay 26, 2026May 22, 2026
Randy C BrownMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley wirehouseWirehouse to wirehouseMay 26, 2026May 22, 2026
Michelle ZymanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley wirehouseWirehouse to wirehouseMay 23, 2026May 22, 2026
Matthew Patrick MaguireMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley wirehouseWirehouse to wirehouseMay 23, 2026Jun 4, 2026
Guneet Kaur Bains-AjmaniLPL Financial LLC BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseMay 22, 2026May 4, 2026
Jessica R LavillaUBS Financial Services Inc. wirehouseMorgan Stanley wirehouseWirehouse to wirehouseMay 22, 2026May 26, 2026
Amanda Renee MunselleCambridge Investment Research Advisors, Inc. BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseMay 21, 2026Jun 15, 2026
Hailey Jordan SchwartzUBS Financial Services Inc. wirehouseMorgan Stanley wirehouseWirehouse to wirehouseMay 21, 2026Jun 15, 2026
Edward R. HausRBC Capital Markets, LLC national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseMay 21, 2026May 8, 2026
Richard E MarshallJanney Montgomery Scott LLC BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseMay 20, 2026Jun 10, 2026
Belinda BodenHightower Advisors, LLC BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseMay 20, 2026Jun 10, 2026
Kristin Laub BohonnonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley wirehouseWirehouse to wirehouseMay 20, 2026Jun 25, 2026 (36 d)
Gary Lee KilbournUBS Financial Services Inc. wirehouseMorgan Stanley wirehouseWirehouse to wirehouseMay 19, 2026May 8, 2026
Sallah WarrayatMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley wirehouseWirehouse to wirehouseMay 18, 2026Jul 21, 2026 (64 d)
Justin ParkerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley wirehouseWirehouse to wirehouseMay 18, 2026May 15, 2026
Alan SorokinWells Fargo Advisors wirehouseMorgan Stanley wirehouseWirehouse to wirehouseMay 18, 2026Sep 8, 2026 (113 d)
Jonathan MillerCetera Investment Advisers LLC BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseMay 18, 2026Jun 22, 2026 (35 d)
Paul Byron JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley wirehouseWirehouse to wirehouseMay 18, 2026Jun 17, 2026
Juan D MoralesJ.P. Morgan Securities LLC wirehouseMorgan Stanley wirehouseWirehouse to wirehouseMay 17, 2026Jun 8, 2026
Richard JanesSchwab Wealth Advisory, Inc. no RAUMMorgan Stanley wirehouseOtherMay 15, 2026May 29, 2026
Paulo LedesmaWells Fargo Advisors wirehouseMorgan Stanley wirehouseWirehouse to wirehouseMay 15, 2026May 29, 2026
Jacob E DavisPark Avenue Securities LLC BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseMay 15, 2026Aug 10, 2026 (87 d)
William J CesarioRockefeller Capital Management BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseMay 13, 2026Jul 22, 2026 (70 d)
William J CesarioRockefeller Capital Management BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseMay 13, 2026Jul 22, 2026 (70 d)
Louis NaderAmeriprise Financial Services, LLC national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseMay 13, 2026Apr 16, 2026
John NaderAmeriprise Financial Services, LLC national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseMay 12, 2026Apr 16, 2026
Christopher J CueterAmeriprise Financial Services, LLC national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseMay 12, 2026Apr 16, 2026
Gregg Robert TrenthamUBS Financial Services Inc. wirehouseMorgan Stanley wirehouseWirehouse to wirehouseMay 12, 2026May 1, 2026
Christopher MisterovichAmeriprise Financial Services, LLC national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseMay 12, 2026Apr 16, 2026
Louis D. NaderAmeriprise Financial Services, LLC national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseMay 12, 2026Apr 16, 2026
Fernando QuattrociocchiAmeriprise Financial Services, LLC national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseMay 12, 2026Apr 16, 2026
Antonio Veni BastosRaymond James Financial Services Advisors, Inc BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseMay 12, 2026May 8, 2026
Alex NaderAmeriprise Financial Services, LLC national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseMay 12, 2026Apr 16, 2026
Jacob Charles WebbMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley wirehouseWirehouse to wirehouseMay 12, 2026May 19, 2026
Allen SabanovicAmericana Partners, LLC independent RIAMorgan Stanley wirehouseRIA to wirehouseMay 11, 2026May 26, 2026
Julia L DinotaWells Fargo Advisors wirehouseMorgan Stanley wirehouseWirehouse to wirehouseMay 11, 2026Jun 23, 2026 (43 d)
Nicholas RubinowiczFederated Securities Corp. no RAUMMorgan Stanley wirehouseOtherMay 11, 2026Jun 18, 2026 (38 d)
Nicholas RubinowiczFederated Investment Counseling institutionalMorgan Stanley wirehouseOtherMay 11, 2026Jun 18, 2026 (38 d)
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