ADVISER MOVES

Gerta Likrama's Morgan Stanley affiliation was added; 2,362 affiliation changes

Gerta Likrama's registration listed an added Morgan Stanley affiliation in an observation on October 31. Across October 30–November 1, the count was 2,362 affiliation changes—not verified job moves.

By Daniel Mercer··1 min read

Gerta Likrama's registration observation on October 31 listed an added affiliation with Morgan Stanley, with a Naples, Florida, branch location. Added, updated and removed entries count registration affiliation records; they do not establish hiring, departure or a change in employment.

Across October 30 through November 1, the complete roster counted 2,362 affiliation changes. The total covers affiliation records, not verified adviser job moves.

The total comprised 542 added, 1,657 updated and 163 removed affiliation records. For example, a registration observation for Stephen Calabrese on October 31 no longer listed his affiliation with Wells Fargo Advisors Financial Network, LLC. That observation does not establish that he left the firm or show his current employment status.

Adviser affiliation records

The appendix lists all 2,362 affiliation records from 10/30/2026 through 11/01/2026. These entries describe affiliation records; they do not establish hiring or departure dates, and an adviser may appear more than once.

Showing rows 276–300 of 2362. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Brian K. Wallace632132510/30/2026updated
Brian Marmar286950610/30/2026updated
Brian P. Midtbo278711810/30/2026added
Brian R. Hillsberg545075210/30/2026updated
Brian S. Hjalmarson604592410/31/2026updated
Brianna McCoy800455210/31/2026updated
Brianna S. Amireh795546310/30/2026updated
Brittany A. Vollmar516054310/31/2026updated
Brittany Terlaje658550910/30/2026updated
Brock Caufield806688710/31/2026updated
Bronson R. Mehlman786469210/31/2026updated
Bronwyn Bailey807291010/31/2026updated
Brooke Thayer761711710/30/2026updated
Brooks C. Elder649903710/30/2026updated
Bruce A. Hearon524483610/31/2026updated
Bruce A. Lemley297282010/30/2026removed
Bruce Hart833026410/31/2026added
Bruce W. Miller163673710/31/2026updated
Bruno Barboza806261510/30/2026added
Bruno V. Bejarano774671710/31/2026updated
Bryan A. Lavender669786510/31/2026updated
Bryan Clark554447610/30/2026removed
Bryan D. Ball562679010/30/2026updated
Bryan E. Curtis652988410/31/2026updated
Bryan J. Gum651753010/30/2026updated

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