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Zachary Steven Paul

Morgan Stanley

Troy, MI

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-11-02
MI RA APPROVED 2018-08-20
  • TX RA
    APPROVED_RES
    Since 2021-11-02
  • MI RA
    APPROVED
    Since 2018-08-20

Branch Locations

101 West Big Beaver Road Suite 1200, Troy, MI 48084 • 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
Jpmorgan Chase Bank Na Birmingham MI 01/2017 07/2018
Jpmorgan Securities Llc Birmingham MI 01/2017 07/2018
Allegis Group/Aerotek/Ford Motor Credit Company Dearborn MI 06/2015 12/2016
Morgan Stanley Troy MI 07/2018 Present
Morgan Stanley Private Bank, N.A. New York NY 08/2018 Present
  • 01/2017 → 07/2018
    Jpmorgan Chase Bank Na
    Birmingham, MI
  • 01/2017 → 07/2018
    Jpmorgan Securities Llc
    Birmingham, MI
  • 06/2015 → 12/2016
    Allegis Group/Aerotek/Ford Motor Credit Company
    Dearborn, MI
  • 07/2018 → Present
    Morgan Stanley
    Troy, MI
  • 08/2018 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-20
S63 Uniform Securities Agent State Law Examination 2017-07-11
  • S66 Uniform Combined State Law Examination
    2018-08-20
  • S63 Uniform Securities Agent State Law Examination
    2017-07-11
Other Names
  • Zach Paul

View on SEC IAPD

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SPC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STRAIGHTLINE
MAXWELL INVESTMENT ADVISORY SERVICES

Other Investors

MATTHEW PAUL COOK
AMY LYNN ROBERTS
MICHAEL A JUSTIN
BRUCE CRAIG GREENING
STEVEN THOMAS MARLETTE
MICHAEL DAVID VICHUNAS
Quinn J Wright
DAVID JAMES SMOLAREK

Other Offices

COOK & ASSOCIATES · TROY, MI
LPL FINANCIAL LLC · TROY, MI
LPL FINANCIAL LLC · TROY, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Troy, MI
SPC · Troy, MI
CETERA INVESTMENT ADVISERS LLC · TROY, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Troy, MI
STRAIGHTLINE · TROY, MI

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