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Hunter Davies Harmon

Morgan Stanley

Rehoboth Beach, DE

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-04-12
TX RA APPROVED_RES 2020-04-23
DE RA APPROVED 2017-02-24
  • NY RA
    APPROVED
    Since 2024-04-12
  • TX RA
    APPROVED_RES
    Since 2020-04-23
  • DE RA
    APPROVED
    Since 2017-02-24

Branch Locations

55 Cascade Lane, Rehoboth Beach, DE 19971 • 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 Rehoboth Beach DE 12/2016 Present
Unemployed Rehoboth Beach DE 01/2016 12/2016
Morgan Stanley Private Bank, National Association New York NY 02/2017 Present
  • 12/2016 → Present
    Morgan Stanley
    Rehoboth Beach, DE
  • 01/2016 → 12/2016
    Unemployed
    Rehoboth Beach, DE
  • 02/2017 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-24
S63 Uniform Securities Agent State Law Examination 2015-09-10
  • S65 Uniform Investment Adviser Law Examination
    2017-02-24
  • S63 Uniform Securities Agent State Law Examination
    2015-09-10

View on SEC IAPD

Other Firms

BRYN MAWR TRUST ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
MAI CAPITAL ADVISOR
BDFS CAPITAL LLC

Other Investors

SARA L LAWSON
QUIAUNNA ELIZABETH POWELL
JACQUELYN KERRY BLUE
STEVEN ZACHARY DUNN
MARK ERIC ENGBERG
Stephanie P. Brown
Andrew R Brown
Christopher David Argo

Other Offices

BRYN MAWR TRUST ADVISORS, LLC · Rehoboth Beach, DE
CHARLES SCHWAB & CO., INC. · Rehoboth Beach, DE
J.P. MORGAN SECURITIES LLC · Rehoboth Beach, DE
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · REHOBOTH BEACH, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Rehoboth Beach, DE
AMERIPRISE FINANCIAL SERVICES, LLC · REHOBOTH BEACH, DE
MAI CAPITAL ADVISOR · REHOBOTH BEACH, DE
BDFS CAPITAL LLC · REHOBOTH BEACH, DE

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