Sharon E Perdue

Claim This Profile

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-07-01
MD	RA	APPROVED	2022-03-18

TX RA
APPROVED

Since 2022-07-01
MD RA
APPROVED

Since 2022-03-18

Branch Locations

150 West Market Street Suite 301, Salisbury, MD 21801 • 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

Organization	City	State	From	To
Morgan Stanley Smith Barney	Salisbury	MD	06/2009	05/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Salisbury	MD	05/2019	03/2021
Morgan Stanley Smith Barney Llc	Salisbury	MD	04/2021	Present

06/2009 → 05/2019

Morgan Stanley Smith Barney

Salisbury, MD
05/2019 → 03/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Salisbury, MD
04/2021 → Present

Morgan Stanley Smith Barney Llc

Salisbury, MD

Other Businesses

*432689 - Trust ; Investment related - Yes; Salisbury , Maryland; 06/1997; During business hours: 0; After business hours: 3

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-03-18
S63	Uniform Securities Agent State Law Examination	1999-12-30

S66 Uniform Combined State Law Examination

2022-03-18
S63 Uniform Securities Agent State Law Examination

1999-12-30

Other Names

Sharon Elizabeth Read
Sharon Elizabeth Perdue
Sharon Perdue

View on SEC IAPD

Other Firms

MML INVESTORS SERVICES, LLC

EAGLE STRATEGIES LLC

ATLAS PRIVATE WEALTH ADVISORS

LPL FINANCIAL LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

CETERA INVESTMENT ADVISERS LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

WILLIAM STANLEY ROBINS

MALGORZATA BARBARA MAGATHAN

Joshua J Currence

DAVID ROBERT ESHAM

KRISTOPHER MARK TODD

Other Offices

EDWARD JONES · SALISBURY, MD

MML INVESTORS SERVICES, LLC · SALISBURY, MD

EAGLE STRATEGIES LLC · SALISBURY, MD

ATLAS PRIVATE WEALTH ADVISORS · SALISBURY, MD

LPL FINANCIAL LLC · SALISBURY, MD

LPL FINANCIAL LLC · SALISBURY, MD

STATE FARM INVESTMENT MANAGEMENT CORP. · Salisbury, MD

CETERA INVESTMENT ADVISERS LLC · SALISBURY, MD

More in Salisbury, MD

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor