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 1551–1575 of 2362. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Matthew Welgat468658810/31/2026updated
Matthew Whelan794490610/31/2026updated
Mattia Bernocco813831910/31/2026updated
Maureen E. Kane715170610/31/2026updated
Mauricio G. Vega831037911/01/2026added
Mauricio Reyes750300810/31/2026updated
Mauricio Sepulveda634697810/31/2026added
Mauricio Soto804765010/31/2026updated
Max K. Aten322548210/30/2026updated
Max Moriarty830411810/31/2026updated
Max P. Fallon803625110/30/2026updated
Max Potosme597653510/31/2026updated
Maximillian Lam514291610/30/2026updated
Maxwell Bonevento770209110/30/2026removed
Maxwell I. Bottene726113410/31/2026added
Maxwell Kopelman797043110/30/2026updated
Maya Greenfield726803510/31/2026updated
McCoy N. Jen515568210/30/2026updated
Megan E. Danko682372410/31/2026updated
Megan M. Walsh836081710/30/2026added
Meghan B. Sabin831971610/31/2026updated
Meghan Karr836061710/30/2026added
Meghan Martin666449410/31/2026updated
Meghana Padmanabhan794877610/31/2026updated
Melanie C. Compton132990010/31/2026updated

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