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Holly Jane Clark

Morgan Stanley

Charlotte, NC

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-05-20
  • NC RA
    APPROVED
    Since 2026-05-20

Branch Locations

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 Chandler AZ 03/2013 06/2018
Bank Of America, N.A. Chandler AZ 03/2013 06/2018
Morgan Stanley Charlotte NC 06/2018 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-28
S63 Uniform Securities Agent State Law Examination 1999-11-23
  • S66 Uniform Combined State Law Examination
    2007-06-28
  • S63 Uniform Securities Agent State Law Examination
    1999-11-23
Other Names
  • Holly Jane Foltz
  • Holly Jane Foltz
  • Holly J Foltz
  • Holly Jane Clark
  • Holly J Clark

View on SEC IAPD

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