Best Investors Account Sign in

Lauren Kelly Burkhalter

Morgan Stanley

Ormond Beach, FL

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2011-02-15
FL RA APPROVED 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2011-02-15
  • FL RA
    APPROVED
    Since 2009-06-01

Branch Locations

285 Clyde Morris Boulevard Street 100, Ormond Beach, FL 32174 • 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
Citigroup Global Markets Inc. Ormond Beach FL 11/2004 Present
Morgan Stanley Smith Barney Ormond Beach FL 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 11/2004 → Present
    Citigroup Global Markets Inc.
    Ormond Beach, FL
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Ormond Beach, FL
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-10-27
S63 Uniform Securities Agent State Law Examination 2005-10-06
  • S65 Uniform Investment Adviser Law Examination
    2005-10-27
  • S63 Uniform Securities Agent State Law Examination
    2005-10-06
Other Names
  • Lauren Kelly Burkhalter
  • Lauren Bu Burkhalter
  • Lauren Bu Ricigliano
  • Lauren B Ricigliano

View on SEC IAPD

Other Firms

STORMS & ROWDON FINANCIAL SERVICES, INC.
HORNOR, TOWNSEND & KENT, LLC
COMPASS FINANCIAL ADVISORY SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CAPSTONE INVESTMENT MANAGEMENT LLC
TRUIST ADVISORY SERVICES, INC.
BROADSTREET FINANCIAL ADVISERS LLC
HOLLAND ADVISORY SERVICES, INC.

Other Investors

WADE LEE ROWDON
KEITH JOHN STORMS
Robert George Hallock
JANE SLAVEN EDDY
Patrick James Tuite
John Richard Cecere
Sarah Nash Myrick
Madeleine Johanna Hubbard

Other Offices

STORMS & ROWDON FINANCIAL SERVICES, INC. · ORMOND BEACH, FL
HORNOR, TOWNSEND & KENT, LLC · ORMOND BEACH, FL
COMPASS FINANCIAL ADVISORY SERVICES, LLC · ORMOND BEACH, FL
J.P. MORGAN SECURITIES LLC · ORMOND BEACH, FL
CAPSTONE INVESTMENT MANAGEMENT LLC · Ormond Beach, FL
TRUIST ADVISORY SERVICES, INC. · ORMOND BEACH, FL
BROADSTREET FINANCIAL ADVISERS LLC · ORMOND BEACH, FL
HOLLAND ADVISORY SERVICES, INC. · ORMOND BEACH, FL

More in Ormond Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor