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David R Woody

Morgan Stanley

Philadelphia, PA

Lawrenceville, NJ

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-02-10
TX RA APPROVED 2021-12-15
NJ RA APPROVED 2021-04-18
  • PA RA
    APPROVED
    Since 2022-02-10
  • TX RA
    APPROVED
    Since 2021-12-15
  • NJ RA
    APPROVED
    Since 2021-04-18

Branch Locations

1650 Market Street 42Nd Floor, Philadelphia, PA 19103 • United States

1200 Lenox Drive Suite 300, Lawrenceville, NJ 08648 • 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 Lawrenceville NJ 10/2020 Present
Iron Mountain Royersford PA 05/2018 Present
Foothold Technology New York NY 04/2014 12/2017
Hughes Enterprises Bristol PA 12/2017 03/2018
Morgan Stanley Private Bank, N.A New York NY 04/2021 Present
  • 10/2020 → Present
    Morgan Stanley
    Lawrenceville, NJ
  • 05/2018 → Present
    Iron Mountain
    Royersford, PA
  • 04/2014 → 12/2017
    Foothold Technology
    New York, NY
  • 12/2017 → 03/2018
    Hughes Enterprises
    Bristol, PA
  • 04/2021 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-29
  • S66 Uniform Combined State Law Examination
    2021-01-29
Other Names
  • David Woody

View on SEC IAPD

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Other Offices

GLENMEDE INVESTMENT MANAGEMENT, LP · PHILADELPHIA, PA
CLARK CAPITAL MANAGEMENT GROUP INC · PHILADELPHIA, PA
GLOBAL ADVISERS, LLC · PHILADELPHIA, PA
BIOPHY CAPITAL MANAGEMENT LLC · PHILADELPHIA, PA
VERITABLE FINANCIALS LLC · PHILADELPHIA, PA
CHARLES SCHWAB & CO., INC. · Philadelphia, PA
J.P. MORGAN SECURITIES LLC · Philadelphia, PA
EAB INVESTMENT GROUP, LLC · Philadelphia, PA

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