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Cassandra Waitkunas

Morgan Stanley

Canton, OH

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2020-12-03
TX RA APPROVED 2020-12-03
  • OH RA
    APPROVED
    Since 2020-12-03
  • TX RA
    APPROVED
    Since 2020-12-03

Branch Locations

4455 Dressler Road Suite 202, Canton, OH 44718 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Akron OH 08/2014 12/2020
Bank Of America, N.A. Akron OH 03/2015 12/2020
Morgan Stanley Smith Barney Llc Canton OH 12/2020 Present
Morgan Stanley Private Bank, N.A New York NY 12/2020 Present
  • 08/2014 → 12/2020
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Akron, OH
  • 03/2015 → 12/2020
    Bank Of America, N.A.
    Akron, OH
  • 12/2020 → Present
    Morgan Stanley Smith Barney Llc
    Canton, OH
  • 12/2020 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-24
S63 Uniform Securities Agent State Law Examination 2013-06-12
  • S66 Uniform Combined State Law Examination
    2015-04-24
  • S63 Uniform Securities Agent State Law Examination
    2013-06-12
Other Names
  • Cassandra Jo Denning
  • Cassandra Jo Waitkunas

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
ALPHASTAR CAPITAL MANAGEMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BEESE FULMER PRIVATE WEALTH MANAGEMENT
LPL FINANCIAL LLC
FINANCIAL MANAGEMENT STRATEGIES, INC.
WILLIAMSON WEALTH MANAGEMENT

Other Investors

JEFFREY ALLEN KOTA
DARRELL GLEN CLEARY
LYNNE MARIE PETERS
THOMAS PETTINGER SHORTREED
KELLI SUE PHILLIPS-ZALESKI
ROGER THOMAS DUFFY
BETH CODY GRAYBILL
CHRIS ANDREW GNANDT

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · CANTON, OH
ALPHASTAR CAPITAL MANAGEMENT · CANTON, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · CANTON, OH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CANTON, OH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CANTON, OH
BEESE FULMER PRIVATE WEALTH MANAGEMENT · CANTON, OH
LPL FINANCIAL LLC · CANTON, OH
FINANCIAL MANAGEMENT STRATEGIES, INC. · Canton, OH

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