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 1051–1075 of 2362. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Jesse J. Wolfgang836430110/30/2026added
Jesse Monsour823315710/30/2026added
Jessica L. Wietmarschen428696810/31/2026updated
Jessica M. Friend676014810/30/2026updated
Jessica M. Horner628307610/30/2026updated
Jessica McArdle812706610/30/2026updated
Jessica R. Berg645903910/31/2026updated
Jesus A. Gonzalez754537110/30/2026updated
Jesus G. Chavez725647910/31/2026added
Jewel Bruzelius732414910/31/2026updated
Jewel J. Rogness251700710/31/2026updated
Jian Yang637642910/30/2026updated
Jiaqi Guo826878010/31/2026added
Jill M. Boyce283970610/31/2026updated
Jimmy D. Curtis115593310/31/2026removed
Jin Hu318287710/30/2026updated
Jinfeng Su678325310/30/2026updated
Joanna M. Pappas615704810/31/2026updated
Jodi L. Chambers626520010/31/2026updated
Jody A. Santiago437234410/30/2026updated
Jody K. McDonough133613610/30/2026updated
Joe D. Miller266184410/31/2026updated
Joe Suarato212039710/31/2026updated
Joe Woody718506110/31/2026updated
Joel M. Wilson479543410/30/2026removed

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