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Samantha Lynne Menard

Morgan Stanley

Tampa, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-04-23
FL RA APPROVED 2018-04-16
  • TX RA
    APPROVED_RES
    Since 2020-04-23
  • FL RA
    APPROVED
    Since 2018-04-16

Branch Locations

100 North Tampa Street Suite 3000, Tampa, FL 33602 • 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
Charles Schwab & Co., Inc. Indianapolis IN 07/2016 06/2017
Black Diesel Coffee Ann Arbor MI 06/2017 09/2017
Ef Legacy Securities, Llc Fairfax VA 09/2017 03/2018
Edelman Financial Services, Llc Fairfax VA 09/2017 03/2018
Morgan Stanley Smith Barney Llc Tampa FL 03/2018 Present
  • 07/2016 → 06/2017
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 06/2017 → 09/2017
    Black Diesel Coffee
    Ann Arbor, MI
  • 09/2017 → 03/2018
    Ef Legacy Securities, Llc
    Fairfax, VA
  • 09/2017 → 03/2018
    Edelman Financial Services, Llc
    Fairfax, VA
  • 03/2018 → Present
    Morgan Stanley Smith Barney Llc
    Tampa, FL
Previous Registrations
  • 2017-09-21 → 2018-03-20
    Edelman Financial Services, Llc
    Novi, MI
  • 2016-11-03 → 2017-07-03
    Charles Schwab & Co., Inc.
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-03
  • S66 Uniform Combined State Law Examination
    2016-11-03
Other Names
  • Samantha L. Menard
  • Samantha L Menard
  • Samantha Lynne Menard
  • Samantha Menard

View on SEC IAPD

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