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Terri Sue Roberts Munsell

Morgan Stanley

Leawood, KS

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-06-07
KS RA APPROVED 2023-06-06
MO RA APPROVED 2023-06-06
  • TX RA
    APPROVED_RES
    Since 2023-06-07
  • KS RA
    APPROVED
    Since 2023-06-06
  • MO RA
    APPROVED
    Since 2023-06-06

Branch Locations

11161 Overbrook Road Suite 225, Leawood, KS 66211 • 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
Umb Bank Kansas City MO 08/2005 06/2023
Umb Financial Services Inc. Kansas City MO 03/2016 06/2023
Morgan Stanley Smith Barney Llc Leawood KS 06/2023 Present
Morgan Stanley Private Bank, N.A New York NY 06/2023 Present
  • 08/2005 → 06/2023
    Umb Bank
    Kansas City, MO
  • 03/2016 → 06/2023
    Umb Financial Services Inc.
    Kansas City, MO
  • 06/2023 → Present
    Morgan Stanley Smith Barney Llc
    Leawood, KS
  • 06/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2016-09-01 → 2023-06-06
    Umb Financial Services, Inc.
    Kansas City, MO
    Kansas City, MO
    Kansas City, MO
    Kansas City, MO
    Kansas City, MO
    Kansas City, MO
    Leawood, KS
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-05-25
S65 Uniform Investment Adviser Law Examination 2016-09-01
  • S63 Uniform Securities Agent State Law Examination
    2023-05-25
  • S65 Uniform Investment Adviser Law Examination
    2016-09-01
Other Names
  • Terri Sue Munsell
  • Terri Sue Roberts Munsell
  • Terri Sue Roberts

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · LEAWOOD, KS
LPL FINANCIAL LLC · LEAWOOD, KS
STATE FARM INVESTMENT MANAGEMENT CORP. · Leawood, KS
FIRST NATIONAL ADVISERS, LLC · Overland Park, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
TFB ADVISORS, LLC · OVERLAND PARK, KS
BEACON WEALTH ADVISORY · OVERLAND PARK, KS

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