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 1501–1525 of 2362. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
MaryAnn P. Michlovich833060810/31/2026updated
Masen S. Lundquist830054810/31/2026added
Mason J. Moreno835312510/31/2026added
Mason Laws809335010/30/2026added
Mason Love825244010/30/2026added
Mason Ware799943410/31/2026updated
Mason Whitted755613310/31/2026added
Matias Fernandez-Roger802362410/31/2026updated
Matthew A. Norman659010910/31/2026updated
Matthew A. Udasin582943910/30/2026updated
Matthew A. Weaver634582010/31/2026updated
Matthew B. Webber265578710/31/2026added
Matthew Branson798079510/31/2026updated
Matthew Brothers419021210/31/2026updated
Matthew C. Heiser774697510/31/2026updated
Matthew C. Pitts744008410/30/2026updated
Matthew C. Wooldrik756795210/31/2026updated
Matthew D. Tendler690113910/31/2026updated
Matthew Fitzpatrick760580210/31/2026updated
Matthew Funicello637233610/30/2026added
Matthew G. Morgan769164010/31/2026updated
Matthew J. D'Antoni777542610/31/2026updated
Matthew J. Dopira653813910/30/2026updated
Matthew J. Fergerson807623110/31/2026updated
Matthew J. Healy252197510/31/2026updated

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