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Noel James Wolfe

Morgan Stanley

Blue Bell, PA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-07-12
PA RA APPROVED 2011-02-23
NJ RA APPROVED 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2018-07-12
  • PA RA
    APPROVED
    Since 2011-02-23
  • NJ RA
    APPROVED
    Since 2009-06-01

Branch Locations

1787 Sentry Parkway West Building 18 Street 440, Blue Bell, PA 19422 • 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
Morgan Stanley Smith Barney Jenkintown PA 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Jenkintown, PA
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Jenkintown, PA
  • 2006-08-25 → 2007-04-02
    Morgan Stanley Dw Inc.
    Jenkintown, PA
    Jenkintown, PA
Other Businesses

1- COMPUTER CONSULTANT WITH LAW OFFIE OF MARIBETH BLESSING, LLC. 2- TO SERVE AS A SUNDAY SCHOOL TEACHER WITH THE DAVISVILLE BAPTIST CHURCH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-08-23
S63 Uniform Securities Agent State Law Examination 1998-08-22
  • S65 Uniform Investment Adviser Law Examination
    2006-08-23
  • S63 Uniform Securities Agent State Law Examination
    1998-08-22

View on SEC IAPD

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