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Kathryn H Brinkman

Morgan Stanley

Jacksonville, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-05-31
TX RA APPROVED 2022-05-27
  • FL RA
    APPROVED
    Since 2022-05-31
  • TX RA
    APPROVED
    Since 2022-05-27

Branch Locations

50 North Laura Street Suite 2000, Jacksonville, FL 32202 • 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
Fidelity Brokerage Services, Llc Jacksonville FL 06/2011 03/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 03/2017 05/2022
Bank Of America, N.A. Atlanta GA 03/2017 05/2022
Morgan Stanley Jacksonville FL 05/2022 Present
Morgan Stanley Private Bank, N.A New York NY 06/2026 Present
  • 06/2011 → 03/2017
    Fidelity Brokerage Services, Llc
    Jacksonville, FL
  • 03/2017 → 05/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Atlanta, GA
  • 03/2017 → 05/2022
    Bank Of America, N.A.
    Atlanta, GA
  • 05/2022 → Present
    Morgan Stanley
    Jacksonville, FL
  • 06/2026 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-09-02
S63 Uniform Securities Agent State Law Examination 2011-08-31
  • S65 Uniform Investment Adviser Law Examination
    2014-09-02
  • S63 Uniform Securities Agent State Law Examination
    2011-08-31
Other Names
  • Kathryn Elizabeth Hall
  • Kathy Elizabeth Hall
  • Kathryn Hall

View on SEC IAPD

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PFS INVESTMENTS INC.
REVISION WEALTH MANAGEMENT LLC

Other Investors

ANTHONY JOSEPH DE BELLIS
RYAN ALEXANDER WILLIAMS
JORDAN Christopher LACY
Derek Charles Vail
Adam Kyle Dorman
CORNELIUS JOHN CRONIN
Mia Victoria Greenfield
MICHAEL LOUIS ELLIS

Other Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL
MADDEN ADVISORY SERVICES, INC. · JACKSONVILLE, FL
SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville , FL

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