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Mark Alan Culbertson

Morgan Stanley

Lafayette, LA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2017-08-28
TX RA APPROVED 2017-08-28
  • LA RA
    APPROVED
    Since 2017-08-28
  • TX RA
    APPROVED
    Since 2017-08-28

Branch Locations

400 East Kaliste Saloom Road Suite 1200, Lafayette, LA 70508 • 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
World Tree Financial, Llc Lafayette LA 11/2015 05/2017
Morgan Stanley Lafayette LA 05/2017 Present
Lowes Home Centers Llc Lafayette LA 10/2016 05/2017
Morgan Stanley Private Bank, National Association New York NY 08/2017 Present
Unemployed Lafayette LA 01/2015 10/2016
  • 11/2015 → 05/2017
    World Tree Financial, Llc
    Lafayette, LA
  • 05/2017 → Present
    Morgan Stanley
    Lafayette, LA
  • 10/2016 → 05/2017
    Lowes Home Centers Llc
    Lafayette, LA
  • 08/2017 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 01/2015 → 10/2016
    Unemployed
    Lafayette, LA
Previous Registrations
  • 2015-12-21 → 2017-05-31
    World Tree Financial, Llc
    Lafayette, LA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-07-31
S65 Uniform Investment Adviser Law Examination 2015-11-07
  • S63 Uniform Securities Agent State Law Examination
    2017-07-31
  • S65 Uniform Investment Adviser Law Examination
    2015-11-07
Other Names
  • Mark Alan Culbertson

View on SEC IAPD

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Other Offices

PROSPERA FINANCIAL SERVICES, INC. · Lafayette, LA
LPL FINANCIAL LLC · LAFAYETTE, LA
NEWEDGE ADVISORS · Lafayette, LA
NEWEDGE ADVISORS · Lafayette, LA
NEWEDGE ADVISORS · New Orelans, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · Lafayette, LA
OSAIC WEALTH, INC. · Lafayette, LA
RAYMOND JAMES & ASSOCIATES, INC. · LAFAYETTE, LA

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