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 26–50 of 2362. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Aidan Chaparro781656610/30/2026added
Aige Shi654770510/31/2026updated
Aimee Adler718617710/30/2026removed
Alan Chen-Ok740833710/31/2026updated
Alan K. Williamson262031710/30/2026updated
Alan L. Broderick422186910/30/2026removed
Alan R. Leist30620910/31/2026updated
Alana Frederick656907110/31/2026added
Alec Carroll740806011/01/2026updated
Alec J. Keller709081410/31/2026updated
Aleesha Jordan813907211/01/2026added
Alejandra B. D. Jimenez802551510/31/2026updated
Alejandro Montero737364510/31/2026updated
Alex J. Sylvester603687010/31/2026updated
Alex S. Crouch602150010/31/2026updated
Alex T. O'Brien729500910/30/2026updated
Alex T. Wells655694310/31/2026updated
Alexa Nelson807726310/30/2026updated
Alexa R. Gevin699057610/30/2026updated
Alexander D. Armstrong403928010/31/2026added
Alexander Gracanin769410310/31/2026added
Alexander H. Nourse651111110/30/2026updated
Alexander Hall753957110/31/2026updated
Alexander J. King825546410/30/2026added
Alexander K. Hagen821296410/31/2026updated

Download data (CSV)

Sources