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Clayton William Mckown

Morgan Stanley

Winter Haven, FL

Winter Haven, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-07-01
FL RA APPROVED 2018-03-08
  • TX RA
    APPROVED
    Since 2021-07-01
  • FL RA
    APPROVED
    Since 2018-03-08

Branch Locations

250 North West 3Rd Street, Winter Haven, FL 33881 • United States

250 Nw 3Rd Street, Winter Haven, FL 33881 • 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
Centennial Bank Lakeland FL 11/2012 03/2018
Infinex Investments, Inc. Meriden CT 01/2014 03/2018
Morgan Stanley Winter Haven FL 03/2018 Present
Morgan Stanley Private Bank, N.A. New York NY 03/2018 Present
  • 11/2012 → 03/2018
    Centennial Bank
    Lakeland, FL
  • 01/2014 → 03/2018
    Infinex Investments, Inc.
    Meriden, CT
  • 03/2018 → Present
    Morgan Stanley
    Winter Haven, FL
  • 03/2018 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
  • 2014-02-04 → 2018-03-09
    Osaic Institutions, Inc.
    Chapel Hill, NC
    Winter Haven, FL
  • 2012-11-27 → 2014-02-25
    Lpl Financial Llc
    Zephyrhills, FL
    Winter Haven, FL
    Spring Hill, FL
    St. Cloud, FL
    Plant City, FL
    Kissimmee, FL
    Lakeland, FL
  • 2009-01-28 → 2012-11-21
    Allen & Company Of Florida, Llc
    Lakeland, FL
    Winter Haven, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-10-15
  • S66 Uniform Combined State Law Examination
    2008-10-15
Designations

View on SEC IAPD

Other Firms

UBS FINANCIAL SERVICES INC.
LPL FINANCIAL LLC
TUCKER ASSET MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
PFS INVESTMENTS INC.
FOUNDATIONS INVESTMENT ADVISORS LLC
EDWARD JONES

Other Investors

RACHEL PINNER LOBDELL
AMY B. GARBRECHT
DEBORAH MILLER SWENSON
Jack Heiss
ERIC EMBREY JOHNSON
MARK D WILLIAMS
GIOVANNA NEGLIA TESTONI
BRIAN GLENN HEMP

Other Offices

UBS FINANCIAL SERVICES INC. · WINTER HAVEN, FL
LPL FINANCIAL LLC · WINTER HAVEN, FL
TUCKER ASSET MANAGEMENT LLC · Winter Haven, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER HAVEN, FL
COMMONWEALTH FINANCIAL NETWORK · WINTER HAVEN, FL
PFS INVESTMENTS INC. · WINTER HAVEN, FL
FOUNDATIONS INVESTMENT ADVISORS LLC · Winter Haven, FL
LPL FINANCIAL LLC · WINTER HAVEN, FL

More in Winter Haven, FL

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