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Julianne M Sundstrom

Morgan Stanley

Charlotte, NC

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-21
NC RA APPROVED 2021-12-13
  • TX RA
    APPROVED
    Since 2022-01-21
  • NC RA
    APPROVED
    Since 2021-12-13

Branch Locations

6805 Carnegie Boulevard Suite 400, Charlotte, NC 28211 • 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 Private Bank, National Association New York NY 01/2015 05/2020
Morgan Stanley Smith Barney Llc Charlotte NC 01/2013 05/2020
Raymond James & Associates, Inc. Duluth MN 05/2020 11/2021
Keystone Bluffs Assisted Living Duluth MN 05/2020 06/2020
Morgan Stanley Charlotte NC 11/2021 Present
  • 01/2015 → 05/2020
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 01/2013 → 05/2020
    Morgan Stanley Smith Barney Llc
    Charlotte, NC
  • 05/2020 → 11/2021
    Raymond James & Associates, Inc.
    Duluth, MN
  • 05/2020 → 06/2020
    Keystone Bluffs Assisted Living
    Duluth, MN
  • 11/2021 → Present
    Morgan Stanley
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-07
S63 Uniform Securities Agent State Law Examination 2012-03-23
  • S66 Uniform Combined State Law Examination
    2012-12-07
  • S63 Uniform Securities Agent State Law Examination
    2012-03-23
Other Names
  • Julianne Lehner
  • Julianne Sundstrom
  • Julianne Bender
  • Julianne Grymala

View on SEC IAPD

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