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Amy R Edwards

Morgan Stanley

Dublin, OH

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2016-07-22
OH RA APPROVED 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2016-07-22
  • OH RA
    APPROVED
    Since 2009-06-01

Branch Locations

545 Metro Place South Suite 300, Dublin, OH 43017 • 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. Columbus OH 10/1997 Present
Morgan Stanley Smith Barney Dublin OH 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 10/1997 → Present
    Citigroup Global Markets Inc.
    Columbus, OH
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Dublin, OH
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-01-23
S63 Uniform Securities Agent State Law Examination 1998-01-15
  • S65 Uniform Investment Adviser Law Examination
    1998-01-23
  • S63 Uniform Securities Agent State Law Examination
    1998-01-15

View on SEC IAPD

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Other Offices

KEELER & NADLER FAMILY WEALTH · DUBLIN, OH
PFS INVESTMENTS INC. · DUBLIN, OH
PFS INVESTMENTS INC. · DUBLIN, OH
DELTA CAPITAL MANAGEMENT, INC. · DUBLIN, OH
CETERA INVESTMENT ADVISERS LLC · DUBLIN, OH
BROOKSTONE WEALTH ADVISORS, LLC · Dublin, OH
VOYA FINANCIAL ADVISORS, INC. · Dublin, OH
GOLDEN RESERVE RETIREMENT, LLC · Dublin, OH

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