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 676–700 of 2362. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Eliot Axvig761347810/30/2026added
Eliott Milakovich686738310/31/2026updated
Elisabeth A. Davis327382810/31/2026removed
Elisha E. Kapkowski804918810/30/2026updated
Elizabeth A. Nichols824771210/31/2026added
Elizabeth A. Wagnon440515610/31/2026updated
Elizabeth C. Amaya661403410/31/2026added
Elizabeth Joseph473807610/30/2026updated
Elizabeth Kiper779090210/30/2026updated
Elizabeth Kiper779090210/31/2026updated
Elizabeth L. Paterra831535310/31/2026updated
Elizabeth L. Terrell709280810/30/2026added
Elizabeth S. Silverman-Zurek673910310/30/2026updated
Ellen C. Bradford679570010/30/2026removed
Elliott R. Lockett740113110/31/2026updated
Elsa Jaysing740639610/31/2026updated
Emalee C. Heim749573310/31/2026added
Emely Gelman830699010/31/2026updated
Emil G. Ben-David572386110/30/2026removed
Emilio M. M. Valdes228348910/31/2026updated
Emily Abramson416477810/31/2026added
Emily Frenzel535803310/31/2026updated
Emily G. Irwin746091210/30/2026removed
Emily G. Irwin746091210/30/2026removed
Emily M. Gunston770688010/30/2026removed

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