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Criselda Lozano

Morgan Stanley

Naples, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-06-02
FL RA APPROVED 2022-04-26
  • TX RA
    APPROVED
    Since 2022-06-02
  • FL RA
    APPROVED
    Since 2022-04-26

Branch Locations

8889 Pelican Bay Boulevard Suite 300, Naples, FL 34108 • 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 Oak Brook IL 06/2015 08/2017
Morgan Stanley Smith Barney Llc Naples FL 12/2021 Present
Kw Property Management And Consulting Naples FL 02/2021 12/2021
Associa Gulf Coast Fort Myers FL 08/2020 02/2021
Temporarily Exited Work Force / Unemployed Hinsdale IL 08/2017 08/2020
  • 06/2015 → 08/2017
    Morgan Stanley Smith Barney Llc
    Oak Brook, IL
  • 12/2021 → Present
    Morgan Stanley Smith Barney Llc
    Naples, FL
  • 02/2021 → 12/2021
    Kw Property Management And Consulting
    Naples, FL
  • 08/2020 → 02/2021
    Associa Gulf Coast
    Fort Myers, FL
  • 08/2017 → 08/2020
    Temporarily Exited Work Force / Unemployed
    Hinsdale, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-22
  • S66 Uniform Combined State Law Examination
    2022-04-22
Other Names
  • Cris Vaughn
  • Criselda Vaughn
  • Criselda Capitani

View on SEC IAPD

Other Firms

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WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
SYNOVUS SECURITIES, INC.
LPL FINANCIAL LLC
CAPITAL WEALTH PLANNING, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NTV FRONTIER MANAGEMENT

Other Investors

JENNIFER ERNA MCMANUS
RUDINA RUCI
SALWA AMEEN
SAEGER CAY OLSEN
MIGUEL ALEJANDRO ALVAREZ
Manuel Espinosa
Ethan Nathaniel Stern
DAVID MATTHEW WHITTAKER

Other Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
J.P. MORGAN SECURITIES LLC · NAPLES, FL
SYNOVUS SECURITIES, INC. · NAPLES, FL
LPL FINANCIAL LLC · NAPLES, FL
CAPITAL WEALTH PLANNING, LLC · NAPLES, FL
AMERIPRISE FINANCIAL SERVICES, LLC · NAPLES, FL

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