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Thomas E Melchert

Morgan Stanley

Davenport, IA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-03-26
IA RA APPROVED 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2020-03-26
  • IA RA
    APPROVED
    Since 2009-06-01

Branch Locations

4300 East 53Rd Street Suite 300, Davenport, IA 52807 • 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
Citigroup Global Markets Inc. Davenport IA 11/2008 Present
Morgan Stanley Smith Barney Davenport IA 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 11/2008 → Present
    Citigroup Global Markets Inc.
    Davenport, IA
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Davenport, IA
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2008-11-14 → 2009-06-01
    Citigroup Global Markets Inc.
    Davenport, IA
  • 2005-02-11 → 2008-11-24
    Wells Fargo Investments, Llc
    Davenport, IA
    Davenport, IA
  • 2002-11-01 → 2005-02-15
    A. G. Edwards & Sons, Inc.
    Davenport, IA
  • 2000-05-22 → 2002-11-19
    Mml Investors Services, Llc
    Davenport, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-05-22
S63 Uniform Securities Agent State Law Examination 1997-03-06
  • S65 Uniform Investment Adviser Law Examination
    2000-05-22
  • S63 Uniform Securities Agent State Law Examination
    1997-03-06
Other Names
  • Thomas E Melchert
  • Thomas Edwin Melchert
  • Thomas Melchert Jr.
  • Thomas Melchert

View on SEC IAPD

Other Firms

ROBERT W. BAIRD & CO. INCORPORATED
EDWARD JONES
MATHESON & ROCK WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
REDHAWK WEALTH ADVISORS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
210 FINANCIAL
MML INVESTORS SERVICES, LLC

Other Investors

BRENT WILLIAM MCCORMICK
CHAD EDWARD LEWIS
ANDREW JOHN TRASOWECH
ELIZABETH JO BEHRENDS
Thomas James McCormick
Megan N Obenauf
JAMES MICHAEL SHRADER
VICTORIA JEAN RAMIREZ

Other Offices

ROBERT W. BAIRD & CO. INCORPORATED · Quad Cities, IA
EDWARD JONES · Davenport, IA
MATHESON & ROCK WEALTH MANAGEMENT, LLC · DAVENPORT, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Davenport, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · DAVENPORT, IA
EDWARD JONES · DAVENPORT, IA
REDHAWK WEALTH ADVISORS, INC. · DAVENPORT, IA
THRIVENT INVESTMENT MANAGEMENT INC. · DAVENPORT, IA

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