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Lynn M Beach

Morgan Stanley

Columbus, 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 2023-11-09
OH RA APPROVED 2023-09-29
  • TX RA
    APPROVED_RES
    Since 2023-11-09
  • OH RA
    APPROVED
    Since 2023-09-29

Branch Locations

4449 Easton Way Suite 300, Columbus, OH 43219 • 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
Huntington Investment Company Columbus OH 08/2002 08/2018
Charles Schwab & Co., Inc. Columbus OH 08/2018 12/2021
Charles Schwab Bank Columbus OH 08/2018 12/2021
Morgan Stanley Columbus OH 06/2023 Present
Summit Financial Parsippany NJ 12/2021 06/2023
  • 08/2002 → 08/2018
    Huntington Investment Company
    Columbus, OH
  • 08/2018 → 12/2021
    Charles Schwab & Co., Inc.
    Columbus, OH
  • 08/2018 → 12/2021
    Charles Schwab Bank
    Columbus, OH
  • 06/2023 → Present
    Morgan Stanley
    Columbus, OH
  • 12/2021 → 06/2023
    Summit Financial
    Parsippany, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-29
S63 Uniform Securities Agent State Law Examination 2019-02-12
  • S66 Uniform Combined State Law Examination
    2023-09-29
  • S63 Uniform Securities Agent State Law Examination
    2019-02-12
Other Names
  • Lynn Marie Hubert
  • Lynn Marie Beach

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDELMAN FINANCIAL ENGINES
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
SIGNATURE EQUITY PARTNERS, LLC
STRATEGIC ADVISERS LLC
PARK AVENUE SECURITIES LLC
W&S BROKERAGE SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

CARL DAVID WEISE
BEVERLY ANN RESSLER
DANIELLE BALL
HEATHER LYNN WITTEN
BRENT WAGNER
BRIAN ALOYSIUS CARRETTA
ANDREW C WAGES
Alan Robert Beymer

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH
SIGNATURE EQUITY PARTNERS, LLC · Columbus, OH
STRATEGIC ADVISERS LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
W&S BROKERAGE SERVICES, INC. · Columbus, OH
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, OH

More in Columbus, OH

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