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Kelli A Rogan

Morgan Stanley

Duluth, GA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2019-09-13
TX RA APPROVED 2019-09-12
  • GA RA
    APPROVED
    Since 2019-09-13
  • TX RA
    APPROVED
    Since 2019-09-12

Branch Locations

2160 Satellite Blvd Suite 150, Duluth, GA 30097 • 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 Inc. Gwynneth County GA 04/2000 09/2019
Bank Of America, N.A. Duluth GA 06/2011 09/2019
Morgan Stanley Duluth GA 09/2019 Present
Morgan Stanley Private Bank, N.A. New York NY 10/2019 Present
  • 04/2000 → 09/2019
    Merrill Lynch, Pierce, Fenner & Smith Inc.
    Gwynneth County, GA
  • 06/2011 → 09/2019
    Bank Of America, N.A.
    Duluth, GA
  • 09/2019 → Present
    Duluth, GA
  • 10/2019 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
Other Businesses

1. (3/20/2012) - NON-PROFIT ORGANIZATION-POWER OF ATTORNEY-2170 SATELLITE BLVD-STE 4OO-DULUTH,GEORGIA 30097- 1ANNUALLY - ACTING AS POWER OF ATTORNEY ON MY MOTHER'S ACCOUBTS 3.*492974- K&B Holdings LLC; Investment related-Yes; Westlake Village, California; Real Estate; Trustee (proprietor, partner, officer, director, employee, trustee, agent); 04/2022; During business hours: 1; After business hours: 1 *683115- Rental Property ; Investment related: Yes; Atlanta, Georgia; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2026; During business hours: 0; After business hours: 4; Property Management *682738- Real Estate; Investment related: Yes; Lawrenceville, Georgia; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 06/2026; During business hours: 0; After business hours: 3; Property Management

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-06-09
  • S66 Uniform Combined State Law Examination
    2000-06-09
Other Names
  • Kelli Anne Rogan

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