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Statton Klee Frank

Morgan Stanley

New Orleans, LA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2019-07-29
TX RA APPROVED 2019-07-29
  • LA RA
    APPROVED
    Since 2019-07-29
  • TX RA
    APPROVED
    Since 2019-07-29

Branch Locations

1100 Poydras Street Suite 1900, New Orleans, LA 70163 • 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
Iberia Capital Partners L.L.C. New Orleans LA 04/2016 03/2017
Jpmorgan Chase Bank Na New Orleans LA 03/2017 07/2019
Jpmorgan Securities Llc New Orleans LA 03/2017 07/2019
Morgan Stanley New Orleans LA 07/2019 Present
Morgan Stanley Private Bank, N.A New York NY 08/2019 Present
  • 04/2016 → 03/2017
    Iberia Capital Partners L.L.C.
    New Orleans, LA
  • 03/2017 → 07/2019
    Jpmorgan Chase Bank Na
    New Orleans, LA
  • 03/2017 → 07/2019
    Jpmorgan Securities Llc
    New Orleans, LA
  • 07/2019 → Present
    Morgan Stanley
    New Orleans, LA
  • 08/2019 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Other Businesses

*608422 - Church of the Resurrection; Investment Related - No; New Orleans, Louisiana; Religious; Finance Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 08/2024; During Business Hours: 0; After Business Hours: 10; Fundraising, Business Development/Growth.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-05-18
  • S66 Uniform Combined State Law Examination
    2012-05-18
Designations
Other Names
  • Statton Frank

View on SEC IAPD

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CHRISTINE CHAMPAGNE MONTZ
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Morell S Crane
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ALEXANDER BRUCE HARCUS
Mary Elizabeth Brown
RONALD H. DAWSON, JR.
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Other Offices

MONTZ HARCUS WEALTH MANAGEMENT · NEW ORLEANS, LA
BEACON POINTE ADVISORS, LLC · NEW ORLEANS, LA
EDWARD JONES · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · New Orleans, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
CETERA INVESTMENT ADVISERS LLC · NEW ORLEANS, LA

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