Dina Assion

Current Employers

Employment History

• 11/2010 → 06/2017
  Morgan Stanley
  West Palm Beach, FL
• 07/2017 → 01/2024
  Morgan Stanley Private Bank, National Association
  West Palm Beach, FL
• 06/2026 → Present
  Raymond James & Associates, Inc.
  Palm Beach, FL
• 02/2024 → 05/2026
  Unemployed
  Palm Beach, FL

Previous Registrations

• 2010-11-17 → 2024-01-04
  Morgan Stanley
  North Palm Beach, FL
  W. Palm Beach, FL
  Boca Raton, FL
  Boca Raton, FL
  West Palm Beach, FL
  West Palm Beach, FL
• 2009-04-28 → 2010-04-29
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Charlotte, NC
• 2003-10-01 → 2005-09-06
  Wells Fargo Clearing Services, Llc
  Boca Raton, FL
• 2002-12-05 → 2003-09-05
  Gunnallen Financial, Inc
  Ft. Lauderdale, FL

Other Businesses

Cedar Ridge Estates Property Owners Association Inc / not investment related / 1555 Palm Beach Lakes Blvd Ste 320 West Palm Beach Florida 33401 / Home owners association / board member / director / as of September 2025 / 2 hours per month / 0 hours during securities trading / attend meetings regarding the community I live in Cedar Ridge Community Association / not investment related / 4455 Military Trail Ste 200 Jupiter Florida 33458 / Home owners community association / Board Member / Treasurer / September 2025 / 2 hours per month / 0 hours during securities trading hours / attend meetings and review bank statements for inconsistencies and community budget review.

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-07-22
• S66 Uniform Combined State Law Examination
  2009-04-25
• S65 Uniform Investment Adviser Law Examination
  2002-04-01

Other Names

• Dina Jayantie Koodie Assion
• Dina Jayantie Koodie
• Dina Jayantie Assion