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Elizabeth Tuan Oldham Grissom

Morgan Stanley

Sarasota, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-01-31
FL RA APPROVED 2021-09-23
  • TX RA
    APPROVED_RES
    Since 2025-01-31
  • FL RA
    APPROVED
    Since 2021-09-23

Branch Locations

2 North Tamiami Trail Suite 1100, Sarasota, FL 34236 • 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 Sarasota FL 04/2016 Present
Morgan Stanley Private Bank, National Association New York NY 02/2017 01/2018
  • 04/2016 → Present
    Morgan Stanley
    Sarasota, FL
  • 02/2017 → 01/2018
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2012-10-01 → 2016-05-10
    J.P. Morgan Securities Llc
    Seattle, WA
    Seattle, WA
    Seattle, WA
    Seattle, WA
    Seattle, WA
  • 2010-08-24 → 2012-10-01
    Chase Investment Services Corp.
    Seattle, WA
    Seattle, WA
    Seattle, WA
Other Businesses

*484120 - Trust; Investment related Yes; Sarasota, Florida; 05/2010 ; During business hours: 0; After business hours: 0.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-08-23
S63 Uniform Securities Agent State Law Examination 2000-05-19
  • S65 Uniform Investment Adviser Law Examination
    2010-08-23
  • S63 Uniform Securities Agent State Law Examination
    2000-05-19
Other Names
  • Elizabeth Tuan Oldham
  • Elizabeth Tuan Grissom

View on SEC IAPD

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CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
EDWARD JONES · Lakewood Ranch, FL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL
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ACCURATE WEALTH MANAGEMENT, LLC · Sarasota, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Lakewood Ranch, FL
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