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Dana Weiss Albright

Morgan Stanley

Crested Butte, CO

Boulder, CO

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-04-23
CO RA APPROVED 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2020-04-23
  • CO RA
    APPROVED
    Since 2009-06-01

Branch Locations

Crested Butte, CO • United States

1800 Broadway Suite 120, Boulder, CO 80302 • 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 Boulder CO 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Boulder, CO
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Boulder, CO
  • 2001-11-23 → 2007-04-02
    Morgan Stanley Dw Inc.
    Denver, CO
    Boulder, CO
    Boulder, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-03-20
S63 Uniform Securities Agent State Law Examination 2000-03-06
  • S65 Uniform Investment Adviser Law Examination
    2000-03-20
  • S63 Uniform Securities Agent State Law Examination
    2000-03-06
Other Names
  • Dana Gail Weiss

View on SEC IAPD

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