Best Investors Account Sign in

Cody Stimson

Morgan Stanley

Alpharetta, GA

Purchase, NY

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-03-05
  • GA RA
    APPROVED
    Since 2026-03-05

Branch Locations

1 Edison Drive, Alpharetta, GA 30005 • United States

2000 Westchester Ave (Home Office), Purchase, NY 10577 • 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
John Hancock Distributors Llc Boston MA 04/2021 08/2024
John Hancock Boston MA 02/2021 08/2024
Full Time Education Marietta GA 01/2001 07/2020
Unemployed Marietta GA 08/2020 02/2021
Morgan Stanley Alpharetta GA 09/2024 Present
  • 04/2021 → 08/2024
    John Hancock Distributors Llc
    Boston, MA
  • 02/2021 → 08/2024
    John Hancock
    Boston, MA
  • 01/2001 → 07/2020
    Full Time Education
    Marietta, GA
  • 08/2020 → 02/2021
    Unemployed
    Marietta, GA
  • 09/2024 → Present
    Morgan Stanley
    Alpharetta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-04
S63 Uniform Securities Agent State Law Examination 2021-03-15
  • S66 Uniform Combined State Law Examination
    2026-03-04
  • S63 Uniform Securities Agent State Law Examination
    2021-03-15

View on SEC IAPD

Other Firms

MRP CAPITAL INVESTMENTS, LLC
NEW EDGE WEALTH
COMMONWEALTH FINANCIAL NETWORK
SEQUENT PLANNING, LLC
BROOKSTONE WEALTH ADVISORS, LLC
LADENBURG THALMANN ASSET MANAGEMENT INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRESFUND ADVISORS

Other Investors

PAUL MATTHEW DAMM
MACARTHER ROYSTER PLUMART
PAUL FRANCIS SHAUGHNESSY
BRENDAN HUGH KEELAN
DANIEL ROSS MOSKOWITZ
RHEANNON LEA BODDIE
VENZON VICENCIO AROMIN
WILLIAM CLAY TUCKER

Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
LADENBURG THALMANN ASSET MANAGEMENT INC · Norcross, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · ALPHARETTA, GA

More in Alpharetta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor