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 326–350 of 2362. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Carlos G. D. Martínez835055010/31/2026added
Carmen E. Chirico774948610/30/2026updated
Carol M. Griffin465264310/31/2026updated
Carolyn A. Goyette463202110/30/2026added
Carolyn I. Ogletree532670310/31/2026updated
Carringhton A. Powell729391610/31/2026updated
Carter M. Smith426082610/31/2026updated
Cary L. Kortze290054410/31/2026updated
Casey L. D. Vician608321810/31/2026updated
Cassandra P. Obzud684655410/31/2026updated
Catelyn J. Clifton799356110/31/2026updated
Catherine Devens832181210/31/2026updated
Catherine Jardee738172610/31/2026updated
Catherine McInerney727132310/31/2026updated
Cathy J. Clary196040110/30/2026updated
Cavan Bullock830765310/31/2026added
Cayla F. Huppert613816610/30/2026updated
Cecile A. Lorenzen810702710/31/2026updated
Cesar S. F. Vieira831222310/31/2026updated
Chad A. Thomas-Killam614609010/30/2026updated
Chad E. Foster519572910/31/2026updated
Chad Mitchell327078510/31/2026updated
Chaden J. Snarr815208110/31/2026updated
Chancellor I. Davis796425310/31/2026updated
Chantel B. Reeves740810510/30/2026updated

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