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 |
|---|---|---|---|---|---|
| Brandon Christopher Haag | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Apr 17, 2026 | Apr 16, 2026 |
| Ryan Dodd | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Apr 17, 2026 | Apr 24, 2026 |
| Taylor D Gilmore | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Apr 17, 2026 | Apr 16, 2026 |
| Kristen Hillery | Strategic Advisers LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 17, 2026 | Mar 30, 2026 |
| Katherine Diane Dixon | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Apr 17, 2026 | Apr 16, 2026 |
| Jessica Ciupuliga | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Apr 16, 2026 | May 8, 2026 |
| Reagan M Griffin | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Apr 15, 2026 | Apr 28, 2026 |
| Matthew Vella | Strategic Advisers LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 14, 2026 | Apr 15, 2026 |
| Michael G. Bourgeois | J.P. Morgan Securities LLC wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Apr 14, 2026 | Apr 17, 2026 |
| Turner Bobbitt | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Apr 14, 2026 | Apr 24, 2026 |
| Jeffrey Alan Mariner | LPL Financial LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 13, 2026 | May 13, 2026 |
| Laura Ferguson | Advice And Planning Services BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 10, 2026 | Apr 23, 2026 |
| Kevin Le | Ameriprise Financial Services, LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 10, 2026 | Apr 28, 2026 |
| Yulissa A Bland | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Apr 10, 2026 | May 18, 2026 (38 d) |
| Nicolas Joseph Mossotti | Strategic Advisers LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 10, 2026 | Jun 16, 2026 (67 d) |
| Randy Bettich | Stifel, Nicolaus & Company, Incorporated national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 8, 2026 | Mar 25, 2026 |
| Matthew C Keil | Ameriprise Financial Services, LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 8, 2026 | Mar 26, 2026 |
| Christopher Mark Quintin | LPL Financial LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 7, 2026 | Apr 7, 2026 |
| Dreux L Hargus | J.P. Morgan Securities LLC wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Apr 7, 2026 | Apr 7, 2026 |
| Alan Shaw | J.P. Morgan Securities LLC wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Apr 7, 2026 | Apr 7, 2026 |
| Mark Edwin Fisher | J.P. Morgan Securities LLC wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Apr 7, 2026 | Apr 7, 2026 |
| Christopher Angolia | J.P. Morgan Securities LLC wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Apr 7, 2026 | Apr 22, 2026 |
| Benjamin Rockower | UBS Financial Services Inc. wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Apr 7, 2026 | Apr 9, 2026 |
| Daniel E Peterson | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Apr 6, 2026 | Apr 10, 2026 |
| Mark Christopher Hutchinson | UBS Financial Services Inc. wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Apr 3, 2026 | Mar 25, 2026 |
| Jessica Dunda | UBS Financial Services Inc. wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Apr 3, 2026 | Mar 25, 2026 |
| Mingxi Yu | J.P. Morgan Securities LLC wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Apr 3, 2026 | Apr 2, 2026 |
| Matthew Wagner | Ameriprise Financial Services, LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 2, 2026 | Mar 26, 2026 |
| Eric Paul Cherkauskas | J.P. Morgan Securities LLC wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Apr 1, 2026 | Mar 26, 2026 |
| Christopher C Browne | United Capital Financial Advisors independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Apr 1, 2026 | Sep 23, 2026 (175 d) |
| Joseph Anthony Ennis | RBC Capital Markets, LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 1, 2026 | Apr 15, 2026 |
| Jake T Ciancio | Raymond James Financial Services Advisors, Inc BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 1, 2026 | Jul 6, 2026 (96 d) |
| Michelle Christian | Pnc Wealth Management BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 31, 2026 | Mar 27, 2026 |
| Colin Phelps | UBS Financial Services Inc. wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Mar 31, 2026 | Apr 6, 2026 |
| Samantha C Sylvester | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Mar 30, 2026 | Jun 18, 2026 (80 d) |
| Lily Jesanis | UBS Financial Services Inc. wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Mar 30, 2026 | Apr 10, 2026 |
| Ahmber Bailes | Transamerica Retirement Advisors, LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 27, 2026 | May 6, 2026 (40 d) |
| Mika A Woods | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Mar 26, 2026 | Mar 31, 2026 |
| Diana Falkenhainer | J.P. Morgan Securities LLC wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Mar 25, 2026 | Mar 23, 2026 |
| Jessica Lynn Sullivan | J.P. Morgan Securities LLC wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Mar 25, 2026 | May 25, 2026 (61 d) |
| Andrey Movsesyan | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Mar 25, 2026 | Mar 20, 2026 |
| Daniel Christopher Lawson | Equitable Advisors, LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 25, 2026 | Apr 20, 2026 |
| Peter Maloney | UBS Financial Services Inc. wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Mar 24, 2026 | Mar 13, 2026 |
| Neil Short | UBS Financial Services Inc. wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Mar 24, 2026 | Mar 16, 2026 |
| Jason Sharpe | UBS Financial Services Inc. wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Mar 24, 2026 | Mar 16, 2026 |
| Nicholas Burk | UBS Financial Services Inc. wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Mar 24, 2026 | Mar 13, 2026 |
| Kathleen M Griffin | Facet independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Mar 23, 2026 | Jun 18, 2026 (87 d) |
| J. Gardiner Evans | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Mar 20, 2026 | Feb 20, 2026 |
| Jason Sadeghbeigi | Citigroup Global Markets Inc. BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 20, 2026 | Mar 20, 2026 |
| John Damrich | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Mar 20, 2026 | Apr 9, 2026 |
| Andrew Goodall | Eagle Strategies LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 20, 2026 | Mar 19, 2026 |
| Anthony Fantigrossi | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Mar 19, 2026 | Mar 18, 2026 |
| Camila Carvalho Queiroz | Citigroup Global Markets Inc. BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 19, 2026 | Mar 27, 2026 |
| Ashton Bowman | Pnc Wealth Management BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 19, 2026 | Apr 7, 2026 |
| Christian J Dinallo | Equitable Advisors, LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 18, 2026 | Apr 24, 2026 (37 d) |
| Savannah Miller | Stifel Independent Advisors, LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 17, 2026 | Apr 17, 2026 (31 d) |
| Jacob Matthew Caswell | Mutual Of Omaha Investor Services, Inc. independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Mar 17, 2026 | Apr 21, 2026 (35 d) |
| Kevin R Katrodiya | Lifeplan Wealth Management Group LLC state registered | Morgan Stanley wirehouse | Other | Mar 17, 2026 | Jul 23, 2026 (128 d) |
| Mirian Vianey Trejo | U.S. Bancorp Advisors, LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 16, 2026 | Mar 25, 2026 |
| Mariela Planche | Oppenheimer & Co. Inc. BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 13, 2026 | Mar 30, 2026 |