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 1276–1300 of 2362. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Kathleen E. Sheehan164595710/30/2026updated
Kathleen F. Morano708274010/30/2026updated
Kathleen M. Entwistle283298510/30/2026updated
Kathleen S. Praino831670110/31/2026added
Katia Medina804740310/31/2026updated
Katlyn Briggs657769410/31/2026updated
Kayelani R. M. Galvan617673810/30/2026updated
Kayla N. Kunde692900310/30/2026updated
Keaton R. Williams614022610/31/2026updated
Keith A. Fuller625776810/30/2026updated
Keith D. Henkin242191610/30/2026updated
Keith R. Goldstein190984310/30/2026updated
Kelley M. L. Y. Tom549872310/30/2026updated
Kelly A. Adelekan807605810/31/2026updated
Kelly Huang762461610/30/2026added
Kelly J. Carter219944511/01/2026removed
Kelly N. Richardson684575410/31/2026updated
Kelsey A. Lebeda610578210/31/2026updated
Kelvin D. Ellis716673610/31/2026added
Ken J. Garcia752057710/31/2026added
Kendall F. Wall810830810/30/2026added
Kendall S. Borchardt230802910/31/2026added
Kendra M. Kothe814852910/31/2026updated
Kenneth Annaloro597742410/31/2026updated
Kenneth Dejvongsa760647310/30/2026added

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