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Team move

Mitch Edwards

Morgan Stanley → UBS

Reported

What changed

Team with Jeff Stanley moved from Morgan Stanley to UBS, forming The Stanley Edwards Group.

Reported / discovered
Aug 13, 2026
Effective
Not reported
New role
Financial Advisor
Previous role
Not reported
Market
Kenwood, OH
Reported book
Not disclosed
Reported team size
2 people
Named people
1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

InvestmentNews ↗Aug 13, 2026 · Reporting

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.

Oct 2, 2026Source evidence reconciled
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