Lindsey Jennifer Pohl

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-10-03
FL	RA	APPROVED	2022-07-26

TX RA
APPROVED

Since 2022-10-03
FL RA
APPROVED

Since 2022-07-26

Branch Locations

4114 Woodlands Parkway Suite 200, Palm Harbor, FL 34685 • United States

150 Second Avenue North Suite 1400, St. Petersburg, FL 33701 • 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
The Vanguard Group, Inc.	Charlotte	NC	10/2020	06/2022
Prestino Advantage Group (Self Employed)	Indian Trail	NC	11/2019	07/2021
Ntt Data	Charlotte	NC	05/2019	10/2019
Gartner	Fort Myers	FL	01/2018	03/2019
University Of Florida	Gainesville	FL	06/2014	12/2017
University Of Florida Recsports	Gainesville	FL	04/2016	01/2018
Realty One Group Revolution	Indiam Trail	NC	07/2020	07/2021
Boone Babes	Clearwater	FL	02/2022	Present
Morgan Stanley	Palm Harbor	FL	07/2022	Present
Morgan Stanley Private Bank, N.A	New York	NY	07/2022	Present
Morgan Stanley	St. Petersburg	FL	03/2025	Present

10/2020 → 06/2022

The Vanguard Group, Inc.

Charlotte, NC
11/2019 → 07/2021

Prestino Advantage Group (Self Employed)

Indian Trail, NC
05/2019 → 10/2019

Ntt Data

Charlotte, NC
01/2018 → 03/2019

Gartner

Fort Myers, FL
06/2014 → 12/2017

University Of Florida

Gainesville, FL
04/2016 → 01/2018

University Of Florida Recsports

Gainesville, FL
07/2020 → 07/2021

Realty One Group Revolution

Indiam Trail, NC
02/2022 → Present

Boone Babes

Clearwater, FL
07/2022 → Present

Morgan Stanley

Palm Harbor, FL
07/2022 → Present

Morgan Stanley Private Bank, N.A

New York, NY
03/2025 → Present

Morgan Stanley

St. Petersburg, FL

Previous Registrations

2022-06-17 → 2022-07-25

Vanguard Advisers, Inc.

Charlotte, NC

Other Businesses

*510844- Boones Babes; Investment related-Yes; Clearwater, Florida; Event Planning; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2022; During business hours: 0; After business hours: 10

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-06-16
S63	Uniform Securities Agent State Law Examination	2020-11-30

S66 Uniform Combined State Law Examination

2022-06-16
S63 Uniform Securities Agent State Law Examination

2020-11-30

View on SEC IAPD