Katrina L Lastih

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Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
VT	RA	APPROVED	2022-08-03
TX	RA	APPROVED_RES	2020-05-13

VT RA
APPROVED

Since 2022-08-03
TX RA
APPROVED_RES

Since 2020-05-13

Branch Locations

45 North Street, Hyannis, MA 02601 • United States

Wilmington, VT • United States

28 State Street 26Th Floor, Boston, MA 02109 • 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

Organization	City	State	From	To
Citigroup Global Markets Inc.	Boston	MA	02/2007	Present
Morgan Stanley Smith Barney	Boston	MA	06/2009	Present

02/2007 → Present

Citigroup Global Markets Inc.

Boston, MA
06/2009 → Present

Morgan Stanley Smith Barney

Boston, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-12-08

S66 Uniform Combined State Law Examination

2007-12-08

View on SEC IAPD

Other Firms

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COMMONWEALTH FINANCIAL NETWORK

TGA CAPITAL MANAGEMENT

UBS FINANCIAL SERVICES INC.

OSAIC WEALTH, INC.

OSAIC INSTITUTIONS, INC.

J.P. MORGAN SECURITIES LLC

CETERA INVESTMENT ADVISERS LLC

Other Investors

Heather Melissa Lynch

KELLI MARIE GREW

Kathleen Erin Kane

Joshua Wayne Coffey

Caden Scott Buckley

MICHAELA GREEN HERLIHY

KATHERINE DIMASCOLO

Other Offices

BEACON FINANCIAL PLANNING, INC · HYANNIS, MA

COMMONWEALTH FINANCIAL NETWORK · HYANNIS, MA

TGA CAPITAL MANAGEMENT · HYANNIS, MA

UBS FINANCIAL SERVICES INC. · HYANNIS, MA

COMMONWEALTH FINANCIAL NETWORK · Hyannis, MA

OSAIC WEALTH, INC. · HYANNIS, MA

OSAIC INSTITUTIONS, INC. · HYANNIS, MA

J.P. MORGAN SECURITIES LLC · Hyannis, MA

More in Hyannis, MA

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