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William Cole Osborne

Morgan Stanley

Oklahoma City, OK

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2019-10-25
TX RA APPROVED 2019-10-25
  • OK RA
    APPROVED
    Since 2019-10-25
  • TX RA
    APPROVED
    Since 2019-10-25

Branch Locations

6305 Waterford Boulevard Suite 240, Oklahoma City, OK 73118 • 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
Edward Jones St. Louis MO 04/2015 10/2019
Bridgeway Church Oklahoma City OK 09/2014 Present
Morgan Stanley Smith Barney Llc Oklahoma City OK 10/2019 Present
Morgan Stanley Private Bank, N.A. New York NY 11/2019 Present
  • 04/2015 → 10/2019
    Edward Jones
    St. Louis, MO
  • 09/2014 → Present
    Bridgeway Church
    Oklahoma City, OK
  • 10/2019 → Present
    Morgan Stanley Smith Barney Llc
    Oklahoma City, OK
  • 11/2019 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
  • 2015-06-18 → 2019-10-28
    Edward Jones
    Tempe, AZ
    Arcadia, OK
    St Louis, MO
    Edmond, OK
    Edmond, OK
    Edmond, OK
    Edmond, OK
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-29
  • S66 Uniform Combined State Law Examination
    2015-05-29
Other Names
  • Cole Osborne

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OKLAHOMA CITY, OK
HILLTOP SECURITIES INC. · OKLAHOMA CITY, OK
LPL FINANCIAL LLC · OKLAHOMA CITY, OK
UBS FINANCIAL SERVICES INC. · OKLAHOMA CITY, OK
EQUITABLE ADVISORS, LLC · OKLAHOMA CITY, OK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Oklahoma City, OK
UBS FINANCIAL SERVICES INC. · Oklahoma City, OK
LPL FINANCIAL LLC · Oklahoma City, OK

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