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 1751–1775 of 2362. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Ogert Kraja573121810/31/2026updated
Oliver G. Orzal321709310/31/2026added
Oliver M. Kramer283888610/31/2026updated
Olivia L. Manolio803626310/30/2026updated
Olivia McCormack723630610/31/2026updated
Omair Kawoosa727605110/31/2026updated
Omar A. Ahmadieh623541310/31/2026updated
Omar Elangbawy524108110/31/2026updated
Omar Elwer642963110/30/2026updated
Oscar L. Harrison417459810/31/2026updated
Otto I. Ballesteros676520610/31/2026updated
Owen R. Macadam796357310/31/2026updated
Pablo A. A. Gil670994610/31/2026updated
Pablo Cardoso457688010/30/2026updated
Paige Amble794907210/31/2026updated
Pamela Cao743318710/30/2026updated
Paola Nunez-Torres717866810/31/2026updated
Parag Chaturvedi779084810/30/2026updated
Parker R. Smith721590810/31/2026updated
Parker Ross835604010/30/2026added
Parth T. Bhatt738709310/30/2026added
Patricia L. Morisette112185110/30/2026updated
Patricia M. Cashin609084610/31/2026updated
Patrick E. Herbert776379110/30/2026added
Patrick Haggerty474027610/31/2026updated

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