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John Philip Foreman

Morgan Stanley

Fort Lauderdale, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-09-21
TX RA APPROVED 2020-09-18
  • FL RA
    APPROVED
    Since 2020-09-21
  • TX RA
    APPROVED
    Since 2020-09-18

Branch Locations

350 East Las Olas Boulevard Suite 1500, Fort Lauderdale, FL 33301 • 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 Fort Lauderdale FL 04/2012 09/2020
Bank Of America, N.A Fort Lauderdale FL 07/2011 09/2020
Morgan Stanley Smith Barney Llc Fort Lauderdale FL 09/2020 Present
Morgan Stanley Private Bank, N.A New York NY 11/2020 Present
  • 04/2012 → 09/2020
    Fort Lauderdale, FL
  • 07/2011 → 09/2020
    Bank Of America, N.A
    Fort Lauderdale, FL
  • 09/2020 → Present
    Morgan Stanley Smith Barney Llc
    Fort Lauderdale, FL
  • 11/2020 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Other Businesses

I*95549 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: JOHN AND SUSAN FOREMAN INVESTMENT RELATED: N ADDRESS OF BUSINESS: 48 TWIN LAKES ROAD, LAKE PLACID, FLORIDA 33852 NATURE OF BUSINESS: FAMILY BUSINESS, POSITION, TITLE, ASSOCIATION: OTHER, RENTAL PROPERTY OWNED BY MY WIFE AND I START DATE OF RELATIONSHIP: 5/6/2008 NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MY WIFE AND I OWN A VACATION HOME AND WE RENT THE PROPERTY OUT SEASONALLY ABOUT 4 MONTHS OUT OF THE YEAR. MY WIFE HANDLES ALL THE LEASES AND I HAVE NOTHING TO DO WITH IT. *465970 - Loan; Investment related - Yes; Santa Rosa Beach, Florida; 09/2020; During business hours: 0; After business hours: 0 *496907 - Choona LLC; Investment related No; Santa Rosa Beach, Florida; Retail/Online Stores; Other Committee (proprietor, partner, officer, director, employee, trustee, agent); 04/2022; During business hours: 0; After business hours: 0; Investment Decisions/Advice *638496 - RIO Vista Church; Investment related: No; Fort Lauderdale; Florida;Religious; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 05/2025 ; During business hours: 1; After business hours: 2; review financial statements and see if they are adhering to budget

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-04-17
  • S66 Uniform Combined State Law Examination
    2001-04-17
Designations
Other Names
  • John Philip Foreman
  • John Foreman

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