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Tamara Lynn Wheeling

Morgan Stanley

Melville, NY

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-16
TX RA APPROVED_RES 2020-05-21
  • NY RA
    APPROVED
    Since 2021-06-16
  • TX RA
    APPROVED_RES
    Since 2020-05-21

Branch Locations

58 South Service Road Suite 400, Melville, NY 11747 • 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
Citigroup Global Markets Inc. Melville NY 01/1994 Present
Morgan Stanley Smith Barney Melville NY 06/2009 Present
  • 01/1994 → Present
    Citigroup Global Markets Inc.
    Melville, NY
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Melville, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-05
  • S66 Uniform Combined State Law Examination
    2008-01-05
Other Names
  • Tammie Wheeling

View on SEC IAPD

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