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Jeffrey D Cosby

Morgan Stanley

Coral Springs, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-10-22
TX RA APPROVED_RES 2024-10-21
  • FL RA
    APPROVED
    Since 2024-10-22
  • TX RA
    APPROVED_RES
    Since 2024-10-21

Branch Locations

2825 N. University Drive Suite 400, Coral Springs, FL 33065 • 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
Wells Fargo Advisors Llc Bethesda MD 05/2009 11/2016
Wells Fargo Clearing Services, Llc Bethesda MD 11/2016 Present
Morgan Stanley Coral Springs FL 10/2024 Present
Morgan Stanley Private Bank, N.A New York NY 10/2024 Present
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Bethesda, MD
  • 11/2016 → Present
    Wells Fargo Clearing Services, Llc
    Bethesda, MD
  • 10/2024 → Present
    Morgan Stanley
    Coral Springs, FL
  • 10/2024 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2007-06-28 → 2024-05-09
    Wells Fargo Clearing Services, Llc
    Wayzata, MN
    Miami, FL
    Jacksonville, FL
    Fort Lauderdale, FL
    Jacksonville, FL
    Fort Lauderdale, FL
    Jacksonville, FL
    Bethesda, MD
    Jacksonville, FL
    Jacksonville, FL
    Jacksonville, FL
    Jacksonville, FL
    Minneapolis, MN
    Fort Lauderdale, FL
    Fort Lauderdale, FL
    Palm Beach, FL
    Palm Beach, FL
    Coral Gables, FL
    Fort Lauderdale, FL
    Fort Lauderdale, FL
    St. Louis, MO
    St. Louis, MO
    Fort Lauderdale, FL
    Fort Lauderdale, FL
    Fort Lauderdale, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-16
  • S66 Uniform Combined State Law Examination
    2007-02-16
Other Names
  • Geoffrey Deshaun Cosby
  • Jeffrey Crosby
  • Jeffrey Deshaun Cosby

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC
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MICHAEL DAVID FROHMAN
BARBARA ANN MIKULSKI
PAUL DAVID SJOGREN
BLAKE M HALLOCK
TERESA MILDRED MCARDLE

Other Offices

CHARLES SCHWAB & CO., INC. · Coral Springs, FL
PROSPERITUS WEALTH ADVISORS · CORAL SPRINGS, FL
KOVACK ADVISORS, INC. · Coral Springs, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Coral Springs, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Coral Springs, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORAL SPRINGS, FL
CETERA INVESTMENT ADVISERS LLC · CORAL SPRINGS, FL
WELLS FARGO CLEARING SERVICES, LLC · CORAL SPRINGS, FL

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