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 1251–1275 of 2362. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Justin M. Yakubowski822924910/31/2026updated
Justin Moore769936410/30/2026updated
Justin N. Gardiner596234510/30/2026updated
Justin P. Barbarino826225510/30/2026added
Justin Poplawski506522210/30/2026updated
Justin W. Renaudin324864010/30/2026added
Kadin A. Cochran794044410/30/2026updated
Kai Arce733416310/30/2026updated
Kaitlin Uebele717845810/31/2026updated
Kara L. Liwanag529224110/31/2026updated
Karan Singh763186910/31/2026updated
Karen L. Brelsford463272811/01/2026updated
Karl A. Seyhun-Ferrufino668915210/31/2026updated
Karson C. Nance773094710/31/2026added
Kasey M. Mayne597262610/30/2026updated
Kason F. Wedel766299010/31/2026added
Katarina I. Kern708787910/31/2026updated
Katayoun Attaii527792010/31/2026updated
Katelin R. Heise817810210/30/2026updated
Katherin M. Goguen830219410/31/2026updated
Katherine Goulet825279510/30/2026added
Katherine J. Larlee258032210/30/2026updated
Katherine K. Vessenes132058010/31/2026updated
Katherine M. Dooley707579810/30/2026added
Kathleen Beck830735710/31/2026added

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