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Jamie Rose

Morgan Stanley

St. Petersburg, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-08-30
TX RA APPROVED_RES 2018-05-23
VA RA APPROVED 2015-10-02
  • FL RA
    APPROVED
    Since 2021-08-30
  • TX RA
    APPROVED_RES
    Since 2018-05-23
  • VA RA
    APPROVED
    Since 2015-10-02

Branch Locations

150 Second Avenue North Suite 1400, St. Petersburg, FL 33701 • 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 Smith Barney Llc Tampa FL 09/2013 04/2024
Morgan Stanley Private Bank, N.A. Richmond VA 09/2013 09/2017
Morgan Stanley Smith Barney Llc St. Petersburg FL 04/2024 Present
Morgan Stanley Private Bank, N.A New York NY 07/2024 Present
  • 09/2013 → 04/2024
    Morgan Stanley Smith Barney Llc
    Tampa, FL
  • 09/2013 → 09/2017
    Morgan Stanley Private Bank, N.A.
    Richmond, VA
  • 04/2024 → Present
    Morgan Stanley Smith Barney Llc
    St. Petersburg, FL
  • 07/2024 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-12-15
S63 Uniform Securities Agent State Law Examination 2010-05-22
  • S66 Uniform Combined State Law Examination
    2010-12-15
  • S63 Uniform Securities Agent State Law Examination
    2010-05-22
Other Names
  • Jamie Nicole Critelli
  • Jamie Critelli
  • Jamie Nicole Critelli
  • Jamie Juncosa

View on SEC IAPD

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