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Kristina Alyse Olsen

Morgan Stanley

Boca Raton, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-03-23
FL RA APPROVED 2016-11-07
  • TX RA
    APPROVED_RES
    Since 2023-03-23
  • FL RA
    APPROVED
    Since 2016-11-07

Branch Locations

595 South Federal Highway Suite 400, Boca Raton, FL 33432 • 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
Merrill Lynch, Pierce, Fenner And Smith Incorporated Delray Beach FL 02/2012 11/2016
Bank Of America, N.A. Delray FL 05/2012 11/2016
Morgan Stanley Boca Raton FL 11/2016 Present
Morgan Stanley Private Bank, N.A. New York NY 12/2016 Present
  • 02/2012 → 11/2016
    Merrill Lynch, Pierce, Fenner And Smith Incorporated
    Delray Beach, FL
  • 05/2012 → 11/2016
    Bank Of America, N.A.
    Delray, FL
  • 11/2016 → Present
    Morgan Stanley
    Boca Raton, FL
  • 12/2016 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-10-04
S63 Uniform Securities Agent State Law Examination 2004-11-22
  • S66 Uniform Combined State Law Examination
    2012-10-04
  • S63 Uniform Securities Agent State Law Examination
    2004-11-22
Other Names
  • Kristina A Olsen
  • Kristina Alyse Olsen

View on SEC IAPD

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Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

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