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 1126–1150 of 2362. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
John T. McCarthy186786110/30/2026updated
John T. Meier424567610/30/2026updated
John W. Kortze244711010/31/2026updated
John W. Munz655770810/30/2026updated
John W. Pribyl125482110/31/2026updated
John W. Walker728192610/31/2026updated
John W. Weeden674542210/31/2026updated
John W. Wheeler46453610/30/2026updated
John Weilnau562443410/31/2026updated
Jokubas Dinsmonas791100810/30/2026added
Jon D. Thomas240248610/31/2026updated
Jon E. Bell198312110/30/2026updated
Jon Lowther288544210/30/2026removed
Jon-Marc Blalock643380510/31/2026added
Jonah M. Coleman621997010/30/2026updated
Jonas B. Tripp645056910/31/2026updated
Jonathan B. Lybeck511344510/30/2026updated
Jonathan Burke665810210/30/2026added
Jonathan E. Brinson545733310/31/2026updated
Jonathan E. Miller415319610/31/2026updated
Jonathan G. Norris233458510/30/2026updated
Jonathan Harper667241410/31/2026updated
Jonathan I. Roitman807423210/31/2026updated
Jonathan Licea818086810/30/2026updated
Jonathan M. Byrd519916210/30/2026updated

Download data (CSV)

Sources