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Charline Elaine Burgess

Morgan Stanley

Palm Beach Gardens, FL

Gulfport, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-04-29
TX RA APPROVED_RES 2020-05-04
DC RA APPROVED 2013-10-09
NJ RA APPROVED 2010-06-16
  • FL RA
    APPROVED
    Since 2021-04-29
  • TX RA
    APPROVED_RES
    Since 2020-05-04
  • DC RA
    APPROVED
    Since 2013-10-09
  • NJ RA
    APPROVED
    Since 2010-06-16

Branch Locations

3801 Pga Boulevard Suite 700, Palm Beach Gardens, FL 33410 • United States

Gulfport, FL • 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
Morgan Stanley Smith Barney Llc Gulfport FL 10/2007 Present
  • 10/2007 → Present
    Morgan Stanley Smith Barney Llc
    Gulfport, FL
Previous Registrations
  • 2008-01-01 → 2008-12-03
    Morgan Stanley & Co. Llc
    New York, NY
    New York, NY
    Virginia Beach, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-12-21
S63 Uniform Securities Agent State Law Examination 2002-02-25
  • S65 Uniform Investment Adviser Law Examination
    2007-12-21
  • S63 Uniform Securities Agent State Law Examination
    2002-02-25
Other Names
  • Charline E Burgess
  • Charline Elaine Barley

View on SEC IAPD

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