DFX Intelligence
Advisor moves
Arrivals at Morgan StanleyWhat a move isA 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.
12,442 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Nicholas Rubinowicz | Federated Global Investment Management Corp. asset manager | Morgan Stanley wirehouse | Other | May 11, 2026 | Jun 18, 2026 (38 d) |
| Nicholas Rubinowicz | Mdt Advisers, A Division Of Federated Mdta LLC asset manager | Morgan Stanley wirehouse | Other | May 11, 2026 | Jun 18, 2026 (38 d) |
| Ayat Abuakar | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | May 11, 2026 | May 27, 2026 |
| Tanvi Devarakonda | Hantz Financial Services, Inc. independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | May 11, 2026 | Jun 4, 2026 |
| Wilson Tien | J.P. Morgan Securities LLC wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | May 10, 2026 | May 8, 2026 |
| Sean Patrick Patrick Clemmons | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | May 8, 2026 | May 14, 2026 |
| Mark Thomas Sanchez | J.P. Morgan Securities LLC wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | May 7, 2026 | May 7, 2026 |
| Joseph Daly | UBS Financial Services Inc. wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | May 7, 2026 | Apr 28, 2026 |
| Ryan D Getz | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | May 7, 2026 | Jun 17, 2026 (41 d) |
| James Preston Covington | Raymond James & Associates, Inc. national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | May 6, 2026 | May 4, 2026 |
| William Sellenriek | UBS Financial Services Inc. wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | May 6, 2026 | May 14, 2026 |
| Benjamin Napierala | Schwab Wealth Advisory, Inc. no RAUM | Morgan Stanley wirehouse | Other | May 6, 2026 | May 18, 2026 |
| Julian Iragorri | UBS Financial Services Inc. wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | May 5, 2026 | Apr 24, 2026 |
| Janet S Perry | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | May 5, 2026 | Jun 11, 2026 (37 d) |
| Lorena Rotalde Garrido Lecca | UBS Financial Services Inc. wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | May 5, 2026 | Apr 24, 2026 |
| Jonathan Tellez Freer | UBS Financial Services Inc. wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | May 5, 2026 | Apr 24, 2026 |
| Sara Harran Moffat | Raymond James & Associates, Inc. national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | May 5, 2026 | May 4, 2026 |
| Andrew Raz | UBS Financial Services Inc. wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | May 5, 2026 | Apr 24, 2026 |
| Valentine Maria Koch | Raymond James & Associates, Inc. national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | May 5, 2026 | May 4, 2026 |
| James J Mcclarey | Strategic Advisers LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | May 5, 2026 | Jun 1, 2026 |
| Tristan L Kao | Equitable Advisors, LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | May 5, 2026 | Aug 28, 2026 (115 d) |
| Lewis J Block | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | May 4, 2026 | May 1, 2026 |
| John Aloysius Montague | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | May 4, 2026 | May 18, 2026 |
| Douglas Beckner | Vanguard Advisers, Inc. BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | May 4, 2026 | Jun 15, 2026 (42 d) |
| James Robert Hickey | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | May 4, 2026 | May 1, 2026 |
| Lauren Parente | J.P. Morgan Securities LLC wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | May 3, 2026 | May 1, 2026 |
| Brian Scott Krauthamer | J.P. Morgan Securities LLC wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | May 3, 2026 | May 4, 2026 |
| Vincenza Draper | J.P. Morgan Securities LLC wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | May 3, 2026 | May 1, 2026 |
| Lloyd King | RBC Capital Markets, LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | May 1, 2026 | May 18, 2026 |
| Austin Simon | LPL Enterprise, LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | May 1, 2026 | May 15, 2026 |
| Hailey Katharine Broderick | RBC Capital Markets, LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | May 1, 2026 | May 5, 2026 |
| Matthew James Bungo | Charles Schwab & Co., Inc. national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 30, 2026 | May 8, 2026 |
| Robert Michael Viglione | UBS Financial Services Inc. wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Apr 30, 2026 | May 14, 2026 |
| Jaedon Collett Hands | Strategic Advisers LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 30, 2026 | Sep 16, 2026 (139 d) |
| Jeffrey I Wolfe | UBS Financial Services Inc. wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Apr 29, 2026 | Apr 17, 2026 |
| Kelly O'Toole | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Apr 29, 2026 | Apr 27, 2026 |
| Breonni Gantlin | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Apr 29, 2026 | May 19, 2026 |
| Alexis Saucedo | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Apr 29, 2026 | May 5, 2026 |
| Carter Wilson Black | Thrivent Investment Management Inc. BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 29, 2026 | Jun 3, 2026 (35 d) |
| Seema Kinra | Robert W. Baird & Co. Incorporated mixed wealth | Morgan Stanley wirehouse | RIA to wirehouse | Apr 28, 2026 | May 4, 2026 |
| Mark Tristan Pettit | D.A. Davidson & Co. independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Apr 28, 2026 | Apr 20, 2026 |
| Mairelys Rodriguez | J.P. Morgan Securities LLC wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Apr 28, 2026 | May 11, 2026 |
| Erik Wolf | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Apr 27, 2026 | Apr 24, 2026 |
| Karen Levy | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Apr 27, 2026 | Apr 24, 2026 |
| Chad Edward Henry | UBS Financial Services Inc. wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Apr 27, 2026 | Apr 16, 2026 |
| Elana Gofman | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Apr 27, 2026 | Apr 24, 2026 |
| Leonard Baldassare | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Apr 27, 2026 | Apr 24, 2026 |
| Lee Sandy Rosen | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Apr 27, 2026 | Apr 24, 2026 |
| Thomas Capstick | Geneos Wealth Management, Inc. BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 27, 2026 | May 14, 2026 |
| Ethan Ryder | Equitable Advisors, LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 24, 2026 | May 15, 2026 |
| Angela Zelensky | Ameriprise Financial Services, LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 23, 2026 | Apr 16, 2026 |
| Mark Wingfield | LPL Financial LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 23, 2026 | Apr 29, 2026 |
| Nancy Faye Anderson | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Apr 22, 2026 | Apr 16, 2026 |
| Robert Derienzo | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Apr 22, 2026 | Apr 16, 2026 |
| Johnathan Thimodo | Equitable Advisors, LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 22, 2026 | Jul 20, 2026 (89 d) |
| Patrick Laganke | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Apr 21, 2026 | Apr 15, 2026 |
| John Charles Kvamme | Associated Investment Services, Inc. independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Apr 21, 2026 | Apr 9, 2026 |
| Jordan Alec Farron | UBS Financial Services Inc. wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Apr 21, 2026 | Apr 29, 2026 |
| Connie Sue Haller | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Apr 17, 2026 | Apr 16, 2026 |
| Charlie B Bennett | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Apr 17, 2026 | Apr 16, 2026 |