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Cory J Melchior

Morgan Stanley

Carlisle, PA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-08-08
PA RA APPROVED 2022-07-27
  • TX RA
    APPROVED
    Since 2022-08-08
  • PA RA
    APPROVED
    Since 2022-07-27

Branch Locations

419 Village Drive Suite 1, Carlisle, PA 17015 • 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
Boyertown Ymca Boyertown PA 06/2015 06/2018
Bella Vista Golf Course Gilbertsville PA 05/2019 08/2019
Boyertown Area Senior High School Boyertown PA 08/2014 05/2017
Penn State - Berks Wyomissing PA 08/2017 05/2021
Voya Financial Advisors, Inc. Sanatoga PA 05/2021 06/2021
Cetera Advisor Networks Llc El Segundo CA 06/2021 07/2022
Morgan Stanley Smith Barney Llc Carlisle PA 07/2022 Present
Morgan Stanley Private Bank, N.A New York NY 10/2022 Present
  • 06/2015 → 06/2018
    Boyertown Ymca
    Boyertown, PA
  • 05/2019 → 08/2019
    Bella Vista Golf Course
    Gilbertsville, PA
  • 08/2014 → 05/2017
    Boyertown Area Senior High School
    Boyertown, PA
  • 08/2017 → 05/2021
    Penn State - Berks
    Wyomissing, PA
  • 05/2021 → 06/2021
    Voya Financial Advisors, Inc.
    Sanatoga, PA
  • 06/2021 → 07/2022
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 07/2022 → Present
    Morgan Stanley Smith Barney Llc
    Carlisle, PA
  • 10/2022 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2022-05-25 → 2022-08-09
    Cetera Wealth Services, Llc
    Sanatoga, PA
    Braintree, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-23
S63 Uniform Securities Agent State Law Examination 2022-01-15
  • S65 Uniform Investment Adviser Law Examination
    2022-05-23
  • S63 Uniform Securities Agent State Law Examination
    2022-01-15
Other Names
  • Cory Melchior

View on SEC IAPD

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Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Carlisle, PA
CETERA INVESTMENT ADVISERS LLC · CARLISLE, PA
WELLS FARGO CLEARING SERVICES, LLC · CARLISLE, PA
FIRST COMMAND ADVISORY SERVICES · Carlisle, PA
LPL FINANCIAL LLC · CARLISLE, PA
LPL FINANCIAL LLC · CARLISLE, PA
EDWARD JONES · CARLISLE, PA
CETERA INVESTMENT ADVISERS LLC · CARLISLE, PA

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