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Tiana Christine Carlson

Morgan Stanley

Casper, WY

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-04-28
WY RA APPROVED 2022-04-28
  • TX RA
    APPROVED
    Since 2022-04-28
  • WY RA
    APPROVED
    Since 2022-04-28

Branch Locations

322 South David Street Suite B, Casper, WY 82601 • 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
First Interstate Bank Casper WY 08/2015 09/2017
Cetera Investment Services Llc St. Cloud MN 03/2016 11/2016
Lpl Financial Casper WY 11/2016 09/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Casper WY 09/2017 04/2022
Morgan Stanley Smith Barney Llc Casper WY 04/2022 Present
Morgan Stanley Private Bank, N.A New York NY 01/2024 Present
  • 08/2015 → 09/2017
    First Interstate Bank
    Casper, WY
  • 03/2016 → 11/2016
    Cetera Investment Services Llc
    St. Cloud, MN
  • 11/2016 → 09/2017
    Lpl Financial
    Casper, WY
  • 09/2017 → 04/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Casper, WY
  • 04/2022 → Present
    Morgan Stanley Smith Barney Llc
    Casper, WY
  • 01/2024 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-23
  • S66 Uniform Combined State Law Examination
    2016-05-23
Other Names
  • Tiana Christine Bihr
  • Tiana Christine Carlson
  • Tiana Carlson

View on SEC IAPD

Other Firms

EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
GENEOS WEALTH MANAGEMENT, INC.
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
PINNACLE WEST ASSET MANAGEMENT INC

Other Investors

DANIEL CHRISTENSEN
MICHAEL LEE LOUGEE
CHRISTOPHER JOHN CROSSEN
COLE WENDEL MONTGOMERY
KYLE ANTHONY HENRIKSEN
Cara Marie Litke
KEVIN CHARLES MURPHY
MARK GLENN PETRIE

Other Offices

EAGLE STRATEGIES LLC · CASPER, WY
STATE FARM INVESTMENT MANAGEMENT CORP. · Casper, WY
AMERIPRISE FINANCIAL SERVICES, LLC · CASPER, WY
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CASPER, WY
GENEOS WEALTH MANAGEMENT, INC. · CASPER, WY
OSAIC WEALTH, INC. · CASPER, WY
CETERA INVESTMENT ADVISERS LLC · CASPER, WY
PINNACLE WEST ASSET MANAGEMENT INC · CASPER, WY

More in Casper, WY

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