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 1401–1425 of 2362. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Leonard D. Teplitsky542719310/30/2026updated
Leonardo Brenes616504310/30/2026added
Leonardo U. Guzman818190910/31/2026updated
Leshae J. Tyson413966510/30/2026removed
Leslie Apseloff803997610/30/2026updated
Leslie S. Ballantine720618310/31/2026updated
Leslie S. Gutman209223710/31/2026updated
Letitia B. Scalise574971110/30/2026removed
Lev Asnis796335110/31/2026updated
Lila M. M. Perez834419711/01/2026added
Lily R. Berlinger831735210/31/2026added
Linda M. Austin771573710/31/2026updated
Linda M. Vezina767941410/30/2026added
Lindsay H. Phillips548871910/31/2026added
Lindsay M. Frabotta737292510/30/2026updated
Lindsey Kuebler528514710/31/2026updated
Lindsey M. Falduto608236810/31/2026added
Ling Zhang750709110/31/2026added
Lisa M. Strohm433098110/31/2026added
Lloyd B. Clark308873510/30/2026updated
Logan D. Jones821008110/31/2026added
Logan D. Macgray671006610/30/2026updated
Logan E. Green717640210/31/2026removed
Loni L. Morrow738980510/31/2026updated
Loren M. Osbourne668734510/31/2026updated

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