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 151–175 of 2362. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Anthony Raieta751463010/31/2026updated
Anthony T. Santoloci601657410/30/2026removed
Anthony Tremblay753413010/31/2026added
Antonio DaRoza208756310/31/2026added
Antonio Ortega824939310/31/2026updated
Anubhav Bhatyal806784910/31/2026updated
April M. Zee432825210/31/2026updated
Arby Babaian824588010/31/2026added
Ardavan Movassaghi657529210/31/2026updated
Ariel Masafy833103410/30/2026added
Arielle Oliver789924610/31/2026updated
Arley M. Herrera748491110/31/2026updated
Armando J. P. Jacinto779630910/31/2026updated
Armando J. P. Jacinto779630910/30/2026updated
Armando Simoni479996210/30/2026updated
Arran M. Maran667737710/31/2026updated
Arthur G. Merriman106382510/30/2026updated
Arthur M. Shields495246310/30/2026updated
Arthur S. Littlefield271844910/30/2026updated
Ashlee Brown812783310/31/2026updated
Ashley A. Chapman713156210/30/2026updated
Ashley B. Sinclair537683810/30/2026added
Ashley J. Barnes632611010/30/2026updated
Ashley J. Barnes632611010/31/2026updated
Ashley L. Howell581891610/30/2026updated

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