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Louis Corey Bernstein

Morgan Stanley

Sun City Center, FL

Tampa, FL

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-06-19
TX RA APPROVED_RES 2023-10-02
GA RA APPROVED 2023-09-05
  • FL RA
    APPROVED
    Since 2026-06-19
  • TX RA
    APPROVED_RES
    Since 2023-10-02
  • GA RA
    APPROVED
    Since 2023-09-05

Branch Locations

Sun City Center, FL • United States

4050 West Boy Scout Boulevard, Tampa, FL 33607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
E*Trade Securities Llc Alpharetta GA 06/2016 05/2018
E*Trade Capital Management Llc Alpharetta GA 06/2016 05/2018
E*Trade Securities Llc Alpharetta GA 05/2018 09/2023
E*Trade Capital Management Llc Alpharetta GA 05/2018 09/2023
Morgan Stanley Alpharetta GA 01/2023 Present
Morgan Stanley Alpharetta GA 09/2023 Present
Morgan Stanley Alpharetta GA 09/2023 Present
  • 06/2016 → 05/2018
    E*Trade Securities Llc
    Alpharetta, GA
  • 06/2016 → 05/2018
    E*Trade Capital Management Llc
    Alpharetta, GA
  • 05/2018 → 09/2023
    E*Trade Securities Llc
    Alpharetta, GA
  • 05/2018 → 09/2023
    E*Trade Capital Management Llc
    Alpharetta, GA
  • 01/2023 → Present
    Morgan Stanley
    Alpharetta, GA
  • 09/2023 → Present
    Morgan Stanley
    Alpharetta, GA
  • 09/2023 → Present
    Morgan Stanley
    Alpharetta, GA
Previous Registrations
  • 2012-04-18 → 2023-09-05
    Harrisdirect Llc
    Tampa, FL
    Arlington, VA
    Alpharetta, GA
    Alpharetta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-04-02
S63 Uniform Securities Agent State Law Examination 2000-05-02
  • S66 Uniform Combined State Law Examination
    2012-04-02
  • S63 Uniform Securities Agent State Law Examination
    2000-05-02

View on SEC IAPD

Other Firms

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CETERA INVESTMENT ADVISERS LLC
TRUIST ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
INDEPENDENT FINANCIAL PARTNERS
EDWARD JONES

Other Investors

GLENN KRCMARIC
James Paul Berndt
SCOTT GEORGE ALLISON
PETER JOSEPH FARINA
CANDACE HEISS GREENE
JILL MARIE KELLY
JOHN MICHAEL PRICE
MARC JAY BESHANY

Other Offices

OSAIC WEALTH, INC. · SUN CITY CENTER, FL
WELLS FARGO CLEARING SERVICES, LLC · SUN CITY CENTER, FL
CETERA INVESTMENT ADVISERS LLC · SUN CITY, FL
TRUIST ADVISORY SERVICES, INC. · SUN CITY CENTER, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SUN CITY CENTER, FL
WELLS FARGO CLEARING SERVICES, LLC · SUN CITY CENTER, FL
J.P. MORGAN SECURITIES LLC · SUN CITY CENTER, FL
INDEPENDENT FINANCIAL PARTNERS · Sun City Center, FL 33573, FL

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