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John Teancum Poor

Morgan Stanley

Fort Mill, SC

Charlotte, NC

CRD 4263666

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-06-24
TX RA APPROVED_RES 2022-04-05
NC RA APPROVED 2022-04-04
  • SC RA
    APPROVED
    Since 2025-06-24
  • TX RA
    APPROVED_RES
    Since 2022-04-05
  • NC RA
    APPROVED
    Since 2022-04-04

Branch Locations

Fort Mill, SC • United States

13024 Ballantyne Corporate Place Suite 150, Charlotte, NC 28277 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Leawood KS 06/2003 03/2022
Morgan Stanley Charlotte NC 03/2022 Present
Previous Registrations
  • 2006-01-05 → 2022-03-23
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Jacksonville, FL
    Jacksonville, FL
    Albany, GA
    Ocala, FL
    Jacksonville, FL
    Kansas City, MO
    Springfield, MO
    Leawood, KS
    Lincoln, NE
    Omaha, NE
    Columbia, MO
    Fort Mill, SC
    Charlotte, NC
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-08-11
S63 Uniform Securities Agent State Law Examination 2000-12-08
  • S66 Uniform Combined State Law Examination
    2006-08-11
  • S63 Uniform Securities Agent State Law Examination
    2000-12-08

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
BELLEAIR WEALTH MANAGEMENT, LLC
WEALTHCARE ADVISORY PARTNERS LLC

Nearby Investors

ALPESH JITENDRA PATEL
Tamrah Jennifer Bordini
MATTHEW N WALLEN

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mill, SC
BELLEAIR WEALTH MANAGEMENT, LLC · Fort Mill, SC
WEALTHCARE ADVISORY PARTNERS LLC · Fort Mill, SC

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