Jeri Lynn Connor

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2022-02-01
TX	RA	APPROVED_RES	2020-04-23
NC	RA	APPROVED	2018-02-22

SC RA
APPROVED

Since 2022-02-01
TX RA
APPROVED_RES

Since 2020-04-23
NC RA
APPROVED

Since 2018-02-22

Branch Locations

6805 Carnegie Boulevard Suite 400, Charlotte, NC 28211 • United States

Catawba, SC • 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
Cambridge Investment Research, Inc.	Fairfield	IA	08/2003	06/2017
Brinkley Financial Group	Charlotte	NC	09/2006	06/2017
Morgan Stanley	Charlotte	NC	01/2018	Present
Unemployed	Catawba	SC	06/2017	01/2018

08/2003 → 06/2017

Cambridge Investment Research, Inc.

Fairfield, IA
09/2006 → 06/2017

Brinkley Financial Group

Charlotte, NC
01/2018 → Present

Morgan Stanley

Charlotte, NC
06/2017 → 01/2018

Unemployed

Catawba, SC

Other Businesses

*415248- Made by JeriLynn on Etsy; Investment related -No; Catawba, South Carolina; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2020; During business hours: 0; After business hours: 5; Labor/Service

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-02-22
S63	Uniform Securities Agent State Law Examination	2000-11-22

S65 Uniform Investment Adviser Law Examination

2018-02-22
S63 Uniform Securities Agent State Law Examination

2000-11-22

Other Names

Kimbrell Lynn Connor
Kimbrell Lynn Kimbrell
Jeri Lynn Connor
Lynn Connor Kimbrell
Lynn Connor

View on SEC IAPD