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 951–975 of 2362. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
James Stephens790328510/31/2026updated
James T. O'Donnell690093710/31/2026updated
James T. Oshaughnessy228465210/30/2026updated
Jameson T. Howley775323610/31/2026removed
Jamie C. Corcoran619516410/31/2026removed
Jamie Goris695445410/31/2026updated
Jamie L. Slaughter627176510/31/2026updated
Jamie R. Nero568216510/30/2026removed
Jamie Vallejo792747810/31/2026updated
Jamin Purtell300365910/31/2026updated
Jan A. Galvez528937810/30/2026updated
Janella K. Clarke831736610/30/2026added
Janelle M. Woods492687410/31/2026updated
Janine M. Dickman483264610/31/2026updated
Jaqueline Bernal599577510/30/2026updated
Jared A. Chase724019610/30/2026updated
Jared Folsom769084710/31/2026updated
Jared McCray596634110/31/2026updated
Jared Roaten415112010/31/2026removed
Jarod Matlock740572010/31/2026updated
Jarred J. Colaiacovo830572610/31/2026updated
Jarrett T. Westwick764264210/30/2026updated
Jasmina Daniels548774510/30/2026updated
Jasmine Murakami542832210/31/2026added
Jason A. Harrison454617310/30/2026updated

Download data (CSV)

Sources