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Daniel G Kaufman

Morgan Stanley

Atlanta, GA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2020-10-23
TX RA APPROVED 2020-10-22
  • GA RA
    APPROVED
    Since 2020-10-23
  • TX RA
    APPROVED
    Since 2020-10-22

Branch Locations

3280 Peachtree Road North East Suite1600, Atlanta, GA 30305 • 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 Atlanta GA 04/2008 10/2020
Bank Of America, N.A. Atlanta GA 05/2011 10/2020
Morgan Stanley Smith Barney Llc Atlanta GA 10/2020 Present
Morgan Stanley Private Bank, N.A New York NY 10/2020 Present
  • 04/2008 → 10/2020
    Merrill Lynch
    Atlanta, GA
  • 05/2011 → 10/2020
    Bank Of America, N.A.
    Atlanta, GA
  • 10/2020 → Present
    Morgan Stanley Smith Barney Llc
    Atlanta, GA
  • 10/2020 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-08-08
  • S66 Uniform Combined State Law Examination
    2008-08-08
Designations

View on SEC IAPD

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