Robert Lance Pruitt

Current Employers

Employment History

• 06/2009 → Present
  Morgan Stanley Smith Barney Llc
  Knoxville, TN
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2008-08-14 → 2009-06-01
  Citigroup Global Markets Inc.
  Knoxville, TN
• 2005-01-10 → 2008-08-14
  Ubs Financial Services Inc.
  Knoxville, TN
  Knoxville, TN

Other Businesses

National Business Institute, Not Investment related; Inc..; Independent Contractor; NBI provides speakers for continuing education seminars for professionals such as attorneys, accountants, etc.; 01/2001; 4,1 I SHALL ALSO PARTICIPATE AS A PUBLIC SPEAKER IN SEPARATE ONE-DAY SEMINARS FOR PROFESSIONAL CREDIT ON 12/9/04 AND 1/28/05 IN KNOXVILLE, AND THE SEMINARS ARE SPONSORED BY THE NATIONAL BUSINESS INSTITUTE (NBI). I SHALL RECEIVE AN HONORARIUM EACH TIME OF ABOUT $50. NBI OCCASIONALLY CONTACTS ME TO GAUGE MY INTEREST IN SPEAKING AT PROFESSIONAL CREDIT SEMINARS (CLE, CPE, ETC.) WHERE THE AUDIENCE IS TYPICALLY ATTORNEYS, ACCOUNTANTS AND OTHER PROFESSIONALS. I SHALL SPEAK FOR 1/2 DAY AT EACH SEMINAR. *551069 - MyLAWCLE; Investment related: No; Carbondale, Colorado; Not investment related - this is speaking for CLE purposes (similar to NBI, which is a currently approved OBA);Speaker for CLE purposes (proprietor, partner, officer, director, employee, trustee, agent); 03/2023; During business hours: 0; After business hours: 1; Speaker for CLE purposes *658850 -  WealthCounsel; Investment related-No; Jersey City, New Jersey; Company provides CLE credit for attorneys; material is not investment related; Speaker (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 0; After business hours: 2;Speaking event, not investment related

Exams

• S66 Uniform Combined State Law Examination
  2005-01-07

Other Names

• Robert Pruitt
• Lance Pruitt