Owen Patterson Blank

Current Employers

Safewater Investment Management Llc

Alpharetta, GA • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2023-11-20

GA RA
APPROVED

Since 2023-11-20

Branch Locations

Alpharetta, GA • 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

Organization	City	State	From	To
Morgan Stanley	Atlanta	GA	06/2016	10/2023
Morgan Stanley Private Bank, N.A.	New York	NY	08/2016	Present
Jennings Financial Planning & Investments, Llc	Alpharetta	GA	11/2023	Present
Unemployed Between Changing Investment Firms	Atlanta	GA	10/2023	Present

06/2016 → 10/2023

Morgan Stanley

Atlanta, GA
08/2016 → Present

Morgan Stanley Private Bank, N.A.

New York, NY
11/2023 → Present

Jennings Financial Planning & Investments, Llc

Alpharetta, GA
10/2023 → Present

Unemployed Between Changing Investment Firms

Atlanta, GA

Previous Registrations

2016-09-01 → 2023-10-31

Morgan Stanley

Atlanta, GA

Other Businesses

*503758 - Sujac Sewing; Investment related No; Moultrie, Georgia; Manufacturing; Employee (proprietor, partner, officer, director, employee, trustee, agent); 06/2022; During business hours: 0; After business hours: 5; Administrative *503267- Snacks Music, LLC; Investment related-Yes; Decatur, Georgia; Art/Culture; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2022; During business hours: 0; After business hours: 4; Business Development/Growth

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-08-30
S63	Uniform Securities Agent State Law Examination	2015-07-09

S66 Uniform Combined State Law Examination

2016-08-30
S63 Uniform Securities Agent State Law Examination

2015-07-09

Other Names

Owen P Blank

View on SEC IAPD