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Carter Beck

Morgan Stanley

Atlanta, GA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-08-07
TX RA APPROVED 2023-08-04
  • GA RA
    APPROVED
    Since 2023-08-07
  • TX RA
    APPROVED
    Since 2023-08-04

Branch Locations

3280 Peachtree Road Northeast Suite 1900, Atlanta, GA 30305 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 06/2016 05/2021
Rockefeller Financial Llc Atlanta GA 05/2021 12/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 12/2021 07/2023
Morgan Stanley Atlanta GA 07/2023 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-12
  • S66 Uniform Combined State Law Examination
    2005-12-12
Other Names
  • Carter Lewis Beck

View on SEC IAPD

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