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 751–775 of 2362. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Ezra J. S. Stein798149810/30/2026added
Fabian Ohore563090410/31/2026added
Fabrice Choute708636710/30/2026updated
Fatima I. Leon741995910/31/2026updated
Felipe G. Diaz836700610/31/2026added
Fiona F. Risom714916610/31/2026updated
Fisher L. Finley793179110/30/2026added
Florence Harrison594651310/30/2026updated
Francesca Loeffler641900210/31/2026updated
Francis D. Burke84168110/31/2026updated
Frank E. Heter135630110/30/2026updated
Frank Z. Tinsley576171310/30/2026updated
Frederick M. Kort537672710/30/2026added
Frederick N. Gram610081710/31/2026updated
Frederick O. Ehinmiakhena658203710/30/2026updated
Frederick P. Baerenz238845310/30/2026updated
Fredric R. Weiner440490510/30/2026removed
Gabriel S. Ramirez-Pantoja832405010/30/2026added
Gabriela M. Sanchez652228710/30/2026updated
Gabriella J. Zapasnik813993610/31/2026updated
Gabriella S. Khaskelis826845810/31/2026added
Gabrielle Opiekun725320210/30/2026updated
Gabrielle V. Giaimo643321510/30/2026added
Gage Allen791461910/30/2026added
Galina Aliferova760162510/31/2026added

Download data (CSV)

Sources