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Jan Doernte

Morgan Stanley

Athens, GA

Menlo Park, CA

Menlo Park, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-12-12
GA RA APPROVED 2021-12-02
CA RA APPROVED 2015-01-13
  • TX RA
    APPROVED_RES
    Since 2021-12-12
  • GA RA
    APPROVED
    Since 2021-12-02
  • CA RA
    APPROVED
    Since 2015-01-13

Branch Locations

225 South Milledge Avenue, Athens, GA 30605 • United States

2882 Sand Hill Road Suite 200, Menlo Park, CA 94025 • United States

2725 Sand Hill Road, Menlo Park, CA 94025 • 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 Smith Barney Llc Menlo Park CA 05/2014 Present
  • 05/2014 → Present
    Morgan Stanley Smith Barney Llc
    Menlo Park, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-01-13
S63 Uniform Securities Agent State Law Examination 2012-07-30
  • S65 Uniform Investment Adviser Law Examination
    2015-01-13
  • S63 Uniform Securities Agent State Law Examination
    2012-07-30

View on SEC IAPD

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LOUIS NICHOLAS PAPPAS
Stephen Kuzniak
R. Marshall Danner
Ian Payne
Robert B Farr

Other Offices

CANNON FINANCIAL STRATEGISTS, INC. · ATHENS, GA
PARK AVENUE SECURITIES LLC · Athens, GA
ELWOOD & GOETZ · ATHENS, GA
LPL FINANCIAL LLC · ATHENS, GA
EDWARD JONES · ATHENS, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Athens, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Athens, GA
KINGSWOOD WEALTH ADVISORS, LLC · Athens, GA

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