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 2051–2075 of 2362. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Shad Patterson262356510/30/2026removed
Shae Linehan628165610/31/2026added
Shane Mandes615947410/31/2026updated
Shane P. Brennan800709210/31/2026updated
Shane Q. Bright748718510/31/2026added
Shane R. Dawe421357910/30/2026added
Shannon R. Sheeley719062210/31/2026updated
Shantorra Owens726634710/30/2026added
Sharam F. Pavri685312710/31/2026added
Shariq Yousfi654677710/30/2026updated
Sharon G. Williams773364610/30/2026added
Shaun Halberda556875310/31/2026updated
Shaun P. Riley723986310/30/2026updated
Shaun T. Griese468699910/31/2026updated
Shawn E. Villalovos415296810/31/2026updated
Shawn Zimmermann753918010/31/2026updated
Sheena C. Whipp714773510/30/2026updated
Shelley R. Perone493690310/31/2026updated
Shereene W. Aitcheson770186410/31/2026updated
Sherri L. Nichelson724892610/31/2026updated
Shomari A. Linton713224610/31/2026updated
Shreyas Sharma826134110/30/2026updated
Shyan R. Moayedi601543010/30/2026removed
Siara C. Montgomery643049210/31/2026updated
Siegfried L. Saftner791080510/31/2026updated

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