Best Investors Account Sign in

Karen Leigh Owens

Morgan Stanley

Toledo, OH

Ann Arbor, MI

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2018-08-29
TX RA APPROVED_RES 2015-08-20
OH RA APPROVED 2012-03-02
  • MI RA
    APPROVED
    Since 2018-08-29
  • TX RA
    APPROVED_RES
    Since 2015-08-20
  • OH RA
    APPROVED
    Since 2012-03-02

Branch Locations

7311 Crossleigh Court, Toledo, OH 43617 • United States

2001 Commonwealth Boulevard, Ann Arbor, MI 48105 • 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 Toledo OH 12/2011 Present
Semper Fit Llc Dba Anytime Fitness Perrysburg OH 05/2006 Present
Morgan Stanley Private Bank, N.A. New York NY 10/2018 Present
  • 12/2011 → Present
    Morgan Stanley
    Toledo, OH
  • 05/2006 → Present
    Semper Fit Llc Dba Anytime Fitness
    Perrysburg, OH
  • 10/2018 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-01
  • S66 Uniform Combined State Law Examination
    2012-03-01
Other Names
  • Karen Leigh Bryan
  • Karen Leigh Beamish

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
GURNEE GROUP, LLC
OSAIC WEALTH, INC.
EDWARD JONES
EAGLE STRATEGIES LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC

Other Investors

RYAN PHILLIP KELLEY
BRETT RYAN JERGENS
Carter Dye
DANIEL JOSEPH DERRIG
GREGORY FOCKLER
Heather Beier
Brandon Edward Rodriguez
KATHRYN LEE KELLEY

Other Offices

LPL FINANCIAL LLC · TOLEDO, OH
CETERA INVESTMENT ADVISERS LLC · TOLEDO, OH
GURNEE GROUP, LLC · TOLEDO, OH
OSAIC WEALTH, INC. · TOLEDO, OH
EDWARD JONES · TOLEDO, OH
EAGLE STRATEGIES LLC · TOLEDO, OH
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Toledo, OH
AMERITAS ADVISORY SERVICES, LLC · TOLEDO, OH

More in Toledo, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor