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Jonathan David Cooney

Morgan Stanley

Palm Harbor, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-04-23
FL RA APPROVED 2019-04-15
  • TX RA
    APPROVED
    Since 2020-04-23
  • FL RA
    APPROVED
    Since 2019-04-15

Branch Locations

4114 Woodlands Parkway Suite 200, Palm Harbor, FL 34685 • 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 Tampa FL 06/2009 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Tampa, FL
Other Businesses

*610282 - 21300 NE 130TH LLC; Investment Related - Yes; New Port Richey, Florida; Real Estate; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 09/2024; During Business Hours: 0; After Business Hours: 8; Administrative.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-11
S63 Uniform Securities Agent State Law Examination 2005-04-13
  • S65 Uniform Investment Adviser Law Examination
    2019-04-11
  • S63 Uniform Securities Agent State Law Examination
    2005-04-13

View on SEC IAPD

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