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Jill Lynne Mchenry

Morgan Stanley

Mishawaka, IN

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2018-11-08
TX RA APPROVED_RES 2018-11-08
  • IN RA
    APPROVED
    Since 2018-11-08
  • TX RA
    APPROVED_RES
    Since 2018-11-08

Branch Locations

4100 Edison Lakes Parkway Suite 200, Mishawaka, IN 46545 • 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
Wells Fargo Advisors Llc South Bend IN 01/2011 11/2016
Wells Fargo Clearing Services, Llc South Bend IN 11/2016 11/2018
Morgan Stanley Mishawaka IN 11/2018 Present
Previous Registrations
  • 2011-01-03 → 2018-11-12
    Wells Fargo Clearing Services, Llc
    South Bend, IN
    Duluth, MN
    South Bend, IN
    Milwaukee, WI
  • 2004-07-30 → 2011-01-03
    Wells Fargo Investments, Llc
    Elkhart, IN
    South Bend, IN
    Elkhart, IN
    Elkhart, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-06-29
S63 Uniform Securities Agent State Law Examination 1999-05-11
  • S65 Uniform Investment Adviser Law Examination
    2004-06-29
  • S63 Uniform Securities Agent State Law Examination
    1999-05-11

View on SEC IAPD

Other Firms

UBS FINANCIAL SERVICES INC.
ROSENTHAL | HENRY CAPITAL ADVISORS, INC.
ROBERT W. BAIRD & CO. INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
SYM FINANCIAL ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

BARBARA LYNN WOLFE
DANIEL DOUGLAS ARNOLD
RAYMOND SAMUEL BYERS
JOSEPH FRANK VARGA
CHARLES ADAMS HENRY
JOHN WILLIAM ROSENTHAL
NATHAN WILLIAM RUMELY
KYLE PATRICK EVERETT

Other Offices

UBS FINANCIAL SERVICES INC. · MISHAWAKA, IN
ROSENTHAL | HENRY CAPITAL ADVISORS, INC. · MISHAWAKA, IN
ROBERT W. BAIRD & CO. INCORPORATED · Mishawaka, IN
RAYMOND JAMES & ASSOCIATES, INC. · MISHAWAKA, IN
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · MISHAWAKA, IN
SYM FINANCIAL ADVISORS · Mishawaka, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Mishawaka, IN
WELLS FARGO CLEARING SERVICES, LLC · MISHAWAKA, IN

More in Mishawaka, IN

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