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 1151–1175 of 2362. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Jonathan R. Gates674157810/31/2026updated
Jonathan S. Koester522584710/30/2026updated
Jonathon Leib587682510/31/2026updated
Jongwook Kim316195910/30/2026updated
Jongwook Kim316195910/31/2026updated
Jordan Allan673622610/31/2026updated
Jordan D. Sirota744760110/30/2026removed
Jordan J. Matola479773410/30/2026removed
Jordan K. Browning757475910/31/2026updated
Jordan M. O'Grady609194310/30/2026updated
Jordan Murray765588110/31/2026updated
Jordan S. Jones829645810/31/2026updated
Jordan Smith677823710/31/2026updated
Jorden Rhodes629322610/31/2026updated
Jorge A. B. Gutierrez724416010/30/2026updated
Jorge L. I. Fernandez568898810/31/2026updated
Jose Escobar705046210/31/2026updated
Jose M. Ascencio449007210/31/2026added
Jose M. Guerrero630004410/31/2026updated
Jose R. Matias543471110/31/2026updated
Jose Soria736044510/30/2026updated
Josef Bezdek720138910/31/2026updated
Joselyn M. Alvarado794373010/31/2026updated
Joseph Andracchi706214210/31/2026updated
Joseph B. Jorgenson770955010/30/2026updated

Download data (CSV)

Sources