Daniel James Welch

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-02-20
DC	RA	APPROVED	2009-06-01

TX RA
APPROVED_RES

Since 2020-02-20
DC RA
APPROVED

Since 2009-06-01

Branch Locations

1747 Pennsylvania Ave Nw Suite 900, Washington, DC 20006 • 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

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	Washington	DC	06/2009	Present
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	Present

06/2009 → Present

Morgan Stanley Smith Barney Llc

Washington, DC
01/2015 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Previous Registrations

2007-04-02 → 2009-06-01

Morgan Stanley & Co. Llc

Washington, DC
2003-07-08 → 2007-04-02

Morgan Stanley Dw Inc.

Washington, DC

Washington, DC

Other Businesses

*418793- Westie Properties LLC; Investment related Yes; Boston, Massachusetts; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 10/2016; During business hours: 0; After business hours: 1; Administrative *558922 - Pass With Purpose ; Investment related - No ; Potomac, Maryland ; Children/Youth ; Board Member(proprietor, partner, officer, director, employee, trustee, agent) ; 7/2023 ; During business hours : 0 ; After business hours : 1 ; Accounting/Bookkeeping

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-01-30

S66 Uniform Combined State Law Examination

2003-01-30

Other Names

Daniel Welch

View on SEC IAPD