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 501–525 of 2362. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Crystal E. Southerland-McKoy686588210/30/2026updated
Crystal L. Rau520991610/30/2026removed
Cynthia Fajardo828039310/31/2026added
Cynthia M. Tanaka414203810/31/2026updated
Cynthia N. Luhr668703210/31/2026added
Daisy M. Paulsen732329110/31/2026updated
Dakota L. Hutzler730286310/30/2026updated
Dalton A. Greiner797217010/30/2026updated
Damien R. Berube666164210/30/2026updated
Dana R. Otoole246376910/30/2026updated
Dane Young780076610/31/2026updated
Daniel A. Bramschreiber289169410/30/2026added
Daniel Andrade803625910/30/2026updated
Daniel Azimi797969310/31/2026updated
Daniel C. Casperson784640610/30/2026added
Daniel D. Hansen545781910/31/2026updated
Daniel Egan781704110/31/2026updated
Daniel Escorcia683290810/31/2026updated
Daniel G. Finnerty560243710/31/2026removed
Daniel G. Finnerty560243710/31/2026added
Daniel J. Botto250132010/31/2026updated
Daniel J. Marcon810172410/30/2026updated
Daniel J. Mell450628610/31/2026updated
Daniel J. Meyers492867210/31/2026updated
Daniel J. Monzi667550010/30/2026removed

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