Adam S Lorimer

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-11-01
CA	RA	APPROVED	2021-08-10

TX RA
APPROVED

Since 2021-11-01
CA RA
APPROVED

Since 2021-08-10

Branch Locations

100 Wilshire Boulevard Suite 1900, Santa Monica, CA 90401 • 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

Organization	City	State	From	To
The Vanguard Group, Inc.	Scottsdale	AZ	08/2020	07/2021
University Of Arizona	Tucson	AZ	08/2016	05/2020
University Of Arizona Campus Recreation	Tucson	AZ	08/2018	12/2019
Jcc Metrowest	West Orange	NJ	06/2017	07/2017
Morgan Stanley	Santa Monica	CA	07/2021	Present

08/2020 → 07/2021

The Vanguard Group, Inc.

Scottsdale, AZ
08/2016 → 05/2020

University Of Arizona

Tucson, AZ
08/2018 → 12/2019

University Of Arizona Campus Recreation

Tucson, AZ
06/2017 → 07/2017

Jcc Metrowest

West Orange, NJ
07/2021 → Present

Morgan Stanley

Santa Monica, CA

Other Businesses

*665647 - KMK Management; Investment Related - No; Los Angeles, California; Real Estate; On Site Manager (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 10/2025; During Business Hours: 0; After Business Hours: 4; Property Management

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-08-10
S63	Uniform Securities Agent State Law Examination	2020-10-12

S65 Uniform Investment Adviser Law Examination

2021-08-10
S63 Uniform Securities Agent State Law Examination

2020-10-12

Other Names

Adam Simon Lorimer

View on SEC IAPD