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 1426–1450 of 2362. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Lorenzo DeSimone788502610/31/2026updated
Lori A. Facinelli185530210/31/2026removed
Louis S. Wetmore577834510/31/2026added
Louise D. Fallica137543310/31/2026updated
Louise K. Sheffield291956210/30/2026updated
Lov M. Bernard611786810/30/2026updated
Lucas A. Segal738284310/31/2026updated
Lucas C. Smith768379010/31/2026updated
Lucas D. Cirullo715848910/30/2026updated
Lucas Mielke817696410/31/2026added
Lucas N. Simon791622510/31/2026updated
Lucca T. Pereira814166210/31/2026updated
Lukas P. Manger739744410/31/2026updated
Luke A. Sopha810634210/30/2026added
Luke J. Park826099510/31/2026updated
Luke J. Park826099510/30/2026added
Luke Oneill413296510/31/2026updated
Luke T. Cusick806127010/31/2026added
Luke T. Donahue829658910/31/2026updated
Maddeysen Puckett685741110/31/2026updated
Madeline M. Moran827978710/31/2026updated
Madilyn Liston739877210/31/2026updated
Madison F. Pond705824110/30/2026added
Majid Saber661349510/30/2026updated
Mandi P. Miglino548646510/31/2026updated

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