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 1776–1800 of 2362. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Patrick J. McClernon660677910/31/2026added
Patrick J. Phillips591445210/31/2026updated
Patrick L. Horn255995110/30/2026updated
Patrick Parker819042310/30/2026added
Patrick S. Waters284067210/31/2026updated
Patrick T. Schmidt643232910/31/2026updated
Paul A. Carl679740110/31/2026updated
Paul B. Kalani237097210/31/2026updated
Paul C. Becht277874210/30/2026updated
Paul D. Hoskin114482310/30/2026removed
Paul H. Barlow185561710/30/2026added
Paul J. Valente510281210/30/2026updated
Paul R. Coyner248728510/30/2026updated
Paul S. Cocking829374610/30/2026added
Paul Tedesco835187410/30/2026added
Payton Carson772053710/30/2026added
Pearlsea Jain831892910/31/2026updated
Pedro D. L. Fuente761925510/31/2026added
Pedro J. Irizarry599534810/31/2026added
Pei F. Lee716941010/31/2026updated
Pete Abston715983310/31/2026updated
Peter A. Schallmoser297433910/31/2026updated
Peter C. Livingston148600710/30/2026updated
Peter Chang829374110/30/2026added
Peter Dunican738895510/30/2026updated

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