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Kyle James Coulter

Morgan Stanley

Santa Cruz, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-09-05
CA RA APPROVED 2017-07-28
  • TX RA
    APPROVED
    Since 2018-09-05
  • CA RA
    APPROVED
    Since 2017-07-28

Branch Locations

6004 La Madrona Drive, Santa Cruz, CA 95060 • 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 Scotts Valley CA 07/2016 Present
Morgan Stanley Private Bank, National Association New York NY 11/2017 Present
  • 07/2016 → Present
    Scotts Valley, CA
  • 11/2017 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Other Businesses

*377330 - Watsonville Rotary Club; Investment related No; Watsonville, CA; Charity / Private Foundation; Board Member (proprietor, partner, officer, director, employee, trustee, agent); Jul 2019

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-28
  • S66 Uniform Combined State Law Examination
    2017-07-28

View on SEC IAPD

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