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 1201–1225 of 2362. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Joshua D. Canniff510445810/31/2026removed
Joshua D. Kreshon691916710/30/2026added
Joshua D. Neft818759310/31/2026added
Joshua E. Leung685404610/31/2026updated
Joshua E. Vesch828164310/31/2026added
Joshua Eakman678112510/31/2026updated
Joshua Goldman635896510/31/2026updated
Joshua L. Perfect682682010/30/2026updated
Joshua M. Berube797495710/31/2026updated
Joshua Moore834854410/30/2026added
Joshua Newsom673736310/31/2026updated
Joshua O. Pendergast822285610/30/2026updated
Joshua R. VanCuyk744469710/31/2026updated
Joshua Rosario697810410/31/2026updated
Joshua T. Richards737659210/31/2026updated
Josiah D. Robison748960110/30/2026updated
Juan C. Campos551884810/30/2026updated
Juan F. S. Villamil830549210/31/2026updated
Juan M. D. D. Bonilla296546310/30/2026updated
Juan P. F. Solorzano694996810/31/2026updated
Jude Q. Minnich776562510/31/2026updated
Judith A. Bovitz133305110/31/2026updated
Judy C. C. Zhu790889310/31/2026updated
Julia C. Fischer791829510/30/2026added
Julia C. Rice826071910/31/2026added

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Sources