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Kurt Jameson Harvey

Morgan Stanley

Lakeland, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-04-02
FL RA APPROVED 2013-05-28
  • TX RA
    APPROVED_RES
    Since 2020-04-02
  • FL RA
    APPROVED
    Since 2013-05-28

Branch Locations

225 East Lemon Street 1St Floor, Lakeland, FL 33801 • 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 Lakeland FL 04/2013 Present
Morgan Stanley Private Bank, N.A New York NY 06/2015 Present
  • 04/2013 → Present
    Morgan Stanley
    Lakeland, FL
  • 06/2015 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-05-21
S63 Uniform Securities Agent State Law Examination 2012-09-07
  • S66 Uniform Combined State Law Examination
    2013-05-21
  • S63 Uniform Securities Agent State Law Examination
    2012-09-07
Other Names
  • Kurt J Harvey

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · LAKELAND, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LAKELAND, FL
VICUS CAPITAL, INC. · Lakeland, FL
WISDOM PLANNING GROUP · Lakeland, FL
HPS SOLUTIONS LLC · LAKELAND, FL
EDWARD JONES · LAKELAND, FL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Lakeland, FL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · LAKELAND, FL

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