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Katherine Lauren Fletcher-Froese

Morgan Stanley

Middleton, WI

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-08-11
WI RA APPROVED 2020-07-10
  • TX RA
    APPROVED
    Since 2020-08-11
  • WI RA
    APPROVED
    Since 2020-07-10

Branch Locations

8215 Greenway Boulevard 4Th Floor, Middleton, WI 53562 • 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 Madison WI 04/2020 Present
Chevron Richmond CA 06/2016 03/2020
Morgan Stanley Private Bank, N.A New York NY 09/2020 Present
  • 04/2020 → Present
    Morgan Stanley
    Madison, WI
  • 06/2016 → 03/2020
    Chevron
    Richmond, CA
  • 09/2020 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-10
  • S66 Uniform Combined State Law Examination
    2020-07-10
Other Names
  • Katherine Lauren Fletcher

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · MIDDLETON, WI
CANOPY WEALTH MANAGEMENT · MIDDLETON, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Middleton, WI
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · MIDDLETON, WI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · MIDDLETON, WI
JACOBSON & SCHMITT ADVISORS, LLC · MIDDLETON, WI
CHARLES SCHWAB & CO., INC. · Middleton, WI
EDWARD JONES · MIDDLETON, WI

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