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Bethany A Montgomery

Morgan Stanley

Washington, DC

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-02-14
TX RA APPROVED 2017-08-22
DC RA APPROVED 2017-08-09
  • VA RA
    APPROVED
    Since 2022-02-14
  • TX RA
    APPROVED
    Since 2017-08-22
  • DC RA
    APPROVED
    Since 2017-08-09

Branch Locations

1747 Pennsylvania Ave Nw Ste 900, Washington, DC 20006 • 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
Lpl Herndon VA 01/2016 11/2016
Morgan Stanley Washington DC 11/2016 Present
  • 01/2016 → 11/2016
    Lpl
    Herndon, VA
  • 11/2016 → Present
    Morgan Stanley
    Washington, DC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-07-29
S63 Uniform Securities Agent State Law Examination 2016-10-17
  • S65 Uniform Investment Adviser Law Examination
    2017-07-29
  • S63 Uniform Securities Agent State Law Examination
    2016-10-17
Other Names
  • Bethany Ann Montgomery

View on SEC IAPD

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Other Offices

BRYSPEN, INCORPORATED · WASHINGTON, DC
3WIRE INVESTMENT · WASHINGTON, DC
LPL FINANCIAL LLC · WASHINGTON, DC
ORIDIAN CAPITAL MANAGEMENT, L.P. · WASHINGTON, DC
C5 CAPITAL USA LLC · WASHINGTON, DC
AEB CAPITAL · WASHINGTON, DC
DOMINION FINANCIAL CONSULTANTS, LLC · WASHINGTON, DC
A.G.P. / ALLIANCE GLOBAL PARTNERS · Washington, DC

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