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 2326–2350 of 2362. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
William T. Reilly255349710/31/2026updated
William T. Yawn833322610/31/2026added
William W. Weikum813360310/30/2026updated
Wing-Yin Jung640659310/31/2026updated
Xavier Davis803830910/30/2026updated
Xiaoying Shi310622810/31/2026updated
Xiwen Wang755342110/31/2026updated
Yevgeniy K. Katkovsky653366710/30/2026updated
Ygal Cohen308396810/31/2026updated
Yoolim Kaminsky413485510/30/2026removed
Yousuf M. Khan836352510/31/2026added
Yusuf Thomas798630310/30/2026added
Yvette R. Fuelling472004010/30/2026added
Zachary Armenta649072510/30/2026updated
Zachary Breitbard810973810/31/2026updated
Zachary Cohen625533310/30/2026added
Zachary D. Kim831462910/31/2026updated
Zachary D. Passman566031210/30/2026updated
Zachary D. Stewart680921310/31/2026updated
Zachary Fischer711214710/31/2026updated
Zachary H. Allen763535210/31/2026updated
Zachary J. Hansen700987410/31/2026added
Zachary J. Romanovsky667235910/31/2026updated
Zachary K. Nedell776258410/31/2026updated
Zachary M. Davis680261410/30/2026added

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