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James Ryan Wildesen

Morgan Stanley

Winchester, VA

Frederick, MD

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-08-27
VA RA APPROVED 2024-08-27
DC RA APPROVED 2023-08-14
TX RA APPROVED 2023-07-07
  • MD RA
    APPROVED
    Since 2024-08-27
  • VA RA
    APPROVED
    Since 2024-08-27
  • DC RA
    APPROVED
    Since 2023-08-14
  • TX RA
    APPROVED
    Since 2023-07-07

Branch Locations

519 West Jubal Early Drive Suite 300, Winchester, VA 22601 • United States

30 West Patrick Street Suite 700, Frederick, MD 21701 • 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
Foliofn Investments, Inc. Mclean VA 03/2008 09/2020
Morgan Stanley Frederick MD 03/2023 Present
Goldman Sachs Mclean VA 09/2020 03/2023
  • 03/2008 → 09/2020
    Foliofn Investments, Inc.
    Mclean, VA
  • 03/2023 → Present
    Morgan Stanley
    Frederick, MD
  • 09/2020 → 03/2023
    Goldman Sachs
    Mclean, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-07
S63 Uniform Securities Agent State Law Examination 2010-03-25
  • S65 Uniform Investment Adviser Law Examination
    2023-07-07
  • S63 Uniform Securities Agent State Law Examination
    2010-03-25

View on SEC IAPD

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Other Offices

WELLS FARGO CLEARING SERVICES, LLC · WINCHESTER, VA
UNITED CAPITAL FINANCIAL ADVISORS · WINCHESTER, VA
D.A. DAVIDSON & CO. · WINCHESTER, VA
EDWARD JONES · WINCHESTER, VA
BUTTONWOOD WEALTH · WINCHESTER, VA
OSAIC INSTITUTIONS, INC. · WINCHESTER, VA
CETERA INVESTMENT ADVISERS LLC · WINCHESTER, VA
RBC CAPITAL MARKETS, LLC · WINCHESTER, VA

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